Creating New Custom Reports
Select Custom Views > Reports from the left navigation bar.
![Screenshot 2024-04-10 at 3.50.09 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%203.50.09%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
Click the Actions dropdown then click + Add.
![Screenshot 2024-04-10 at 3.54.57 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%203.54.57%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
Add a Report Name.
![Screenshot 2024-04-10 at 3.59.04 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%203.59.04%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
Select the content for your report using the Report Scope drop down list.
![Screenshot 2024-04-10 at 4.01.26 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%204.01.26%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
Identify how you want data to be displayed using the Report Options section.
a. Click on Manage Columns to open the Manage Columns Modal to add and remove columns.
![Screenshot 2024-04-10 at 4.03.30 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%204.03.30%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
b. Swap the rows and columns in report checkbox.
![Screenshot 2024-04-10 at 4.06.00 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%204.06.00%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
Specify the time period for your report using the Report Time fields.
a. Type the number of time periods and their length in the text boxes and choose the time period from the drop-down list (e.g., 3 periods of 1 Months each).
b. To specify a report end time, clear the ending on Now check box; click the calendar icon to select a report end date. Chose a report end time from the drop-down list. Note: If you are creating a one-time report, leave the Ending on now check box selected.
![Screenshot 2024-04-10 at 4.08.02 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%204.08.02%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
Use a preset report structure using the Preset Report Structures dropdown menu or create your own structure.
![Screenshot 2024-04-10 at 4.10.12 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%204.10.12%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
For more information on Preset Report Structures please see: Preset Report Structures.
Fine tune the data in your report.
a. Filter nodes displayed in the report by clicking the Node Filters button that opens the Manage Filters window. Add as many filters as desired then click Close.
![Screenshot 2024-04-10 at 4.14.00 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%204.14.00%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
b. Group data in the report using the Group By dropdown menu. A secondary grouping may be available based on the primary grouping selected.
![Screenshot 2024-04-10 at 4.16.49 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%204.16.49%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
c. If desired, check the Total checkbox to display a report total.
![Screenshot 2024-04-10 at 4.18.16 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%204.18.16%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
d. Click in the report section to edit the data points to display, or hover in the cell to show the Add Data Points button.
![Screenshot 2024-04-10 at 4.20.19 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%204.20.19%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
e. Select a Data Channel to report and click Add Data Point. Then you can remove by clicking X or rearrange the order by dragging the Selected Data below. Click Apply to save the changes.
![Screenshot 2024-04-10 at 4.21.09 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%204.21.09%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
Preview the report using the blue Preview Structure and Preview with Data buttons at the bottom.
![Screenshot 2024-04-10 at 4.28.10 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%204.28.10%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)
Save your report.
You must click the blue Save button to save your report, your work is not automatically saved.
![Screenshot 2024-04-10 at 4.30.45 PM.png](../../__attachments/3373465603/Screenshot%202024-04-10%20at%204.30.45%20PM.png?inst-v=01775ae0-e217-4512-b14d-a4b0dd4465bb)