Custom Reporting Interface Overview

When you open Custom Reporting from the Analytics menu (Custom Reporting access tab), you see the following dashboard:

Custom Reporting Interface Overview

Parts of Custom Reporting

Part Name Description
1 Create a Report Create a report in Custom Reporting
2 Report library

A list of Custom Reports run in the past or currently running. Only 200 reports are loaded and visible in the user interface. By default, the list is sorted by creation date with the newest report at the top, but you can click on any of the columns to sort by that column and in the order you want.

The following statuses can occur:
  • Queued: the report is waiting to be run because there are already two reports waiting to complete.
  • Waiting: the report is waiting to be run.
  • Processing: the report is currently being created.
  • Ready: the report is ready to be viewed and downloaded. If a warning icon appears next to the report status, it means the report is most likely incomplete due to reaching the maximum number of rows.
  • Cancelled: the report was cancelled.
  • Failed: the report has failed to run.

Open any report by clicking on its name. See View a Custom Report for more information.

3 Filter

Click on the sliders icon to filter the reports created through the user interface based on their status, who they were created by, and/or the report name. You can also include reports that were created through the REST API endpoint in your search.

Custom Reporting Filter Options

If you have more than 200 reports, Pulse looks at all of your reports when you use any of the available filters. This helps you find reports that are no longer visible in the UI. However, the results still show only a maximum of 200 reports, so it is recommended to use a combination of filters to narrow down the results.

It is especially good if you are using the refreshable report functionality, since you can run a maximum of two reports at the same time and refreshing a report counts towards your queue. If your clients refresh a shared report that is no longer visible in the UI, you will be able to see that report when filtering on Queued or Processing status. This helps you understand why your queued reports are not processing and why you cannot create more reports.

4 Report actions Possible actions are:
  • Share Report: share a finished (ready) report
  • Reuse Report: reuse a report in any status
  • Export in CSV: export a finished (ready) report in .csv (comma separated value) format
  • Export in Excel: export a finished (ready) report in .xlsx (Microsoft Excel) format.
    Note: The output to Microsoft Excel format contains a second sheet with the report filters used to create the report, and does not contain a total or subtotals like the Microsoft Excel sheet you can download from the Report View in the user interface.
  • Delete Report: delete a finished (ready or failed) or cancelled report. If you delete a successfully finished report that has been shared, the client you shared it with sees the following message: The report you are trying to view has been deleted.
  • Cancel Report: cancel a report that is queued, waiting, or processing. Be careful not to cancel a shared refreshable report while in Queued or Processing state, as this also cancels it for your clients.