Overview

Custom reports are pre-configured reports with custom data filters that are readily available whenever required. This article covers the following:

• Creating a custom report.
• Generating custom reports.
• Modifying a custom report.
• Deleting custom reports.

To open the list of custom reports, from the left pane go to Corporate > Custom.

Process

Creating a Custom Report

1. Hover over a default report that will serve as the basis of your custom report and click Customize.

2. Specify a custom report name by clicking on the report name at the top and keying in the custom name. Report names must be unique.

3. Click on the report description underneath the name and key in a friendly description of the report to help you understand the aim of the report.

4. From the General tab, configure report options. The options available may vary between different report types. The following are the basic, most common options across reports:

   Option	Description
   Scope	The time period that the report data covers. Choose either a relative time period with respect to the date when the report is generated, for example, choose Last 7 days to show data for a week prior to the date when the report is generated. Alternatively, choose a Custom date range with custom from and to dates.
   Report for	Choose to show report data that has a particular property, such as the Status which allows you to filter reports depending on the transmission status of the message. In the Add filters text field, key in or choose the data to filter for. Click + to apply the filter. Repeat the process to add any different filters as applicable. For example, to show faxes transmitted over line 23 that failed: Choose Fax Line. Add filter 23 and click +. Choose Status. Select Failed and click +.
   Group by	Defines how the report data is grouped. Choose All to have different sections within the report grouped by all the possible groupings. Alternatively, group data by a particular property, for example, choose Day to show total usage during each day within the scope.
   Format	Choose the format of the report when it is generated.

5. Click Save as Custom to save the custom report. The report is stored and is accessible from the left pane tab Corporate > Custom.

Generating Custom Reports

To generate a custom report, from the left pane go to Corporate > Custom, and choose how you would like the report delivered to you:

Option	Instructions
Download immediately	Hover over the report and click Download now.
Send report via email	Click on Customize and go to the Send Now tab. Specify the recipients of the report and click Send.
Send via email periodically	Click on Customize and go to the Schedule tab to send this report via email every couple of days. For more information refer to Scheduled reports.

 

Modifying Custom Reports

To change the settings of a custom report:

1. From the left pane go to Corporate > Custom.
2. Hover over the report to modify and click Customize.
3. Apply the required changes and click Save.

Deleting Custom Reports

Custom reports can be deleted one-by-one or by deleting multiple reports at once.

To delete custom reports, from the left pane go to Corporate > Custom:

• To delete multiple reports in one go:
  1. Click on the check sign  on the top-right corner of the reports you want to delete.
  2. When all reports to delete are selected, click the cross icon  on the top-left corner of the view.
  3. When prompted to confirm the deletion, click OK.
• To delete one report:
  1. Hover over the report you want to delete
  2. Click the cross icon  on the top-left corner.
  3. When prompted to confirm the deletion, click OK.