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Creating and Editing Custom Reports

In addition to Standard EMX Reports (found in Standard Views), you may also create and edit custom reports.

Creating a New Custom Report

1. Choose Custom Views > Reports from the left navigation bar.

2.  Click the + add button.

3.  Create a report name.

4.  Select the content for your report using the Report Scope drop down list. 

5.  Identify how you want data to be displayed using the Report Options section.


a.  Manage Columns dropdown list.

b.  Swap the rows and columns in report checkbox

6.  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.

7.  Use a preset report structure using the Preset report structures dropdown menu or create your own structure

8.  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.

b.   Group data in the report using the Group By dropdown menu. A secondary grouping may be available based on the primary grouping selected.

c.  If desired, check the Total checkbox to display a report total. Click in the report section to edit the data points to display

d. Add and remove specific data points in each report section. Click in a section of the table ...

... to display a dropdown menu that allows additional data points to be added or removed

9.  Preview the report using the blue Preview Structure and Preview with Data buttons at the bottom.

10.  Save your report. Note: You must click the green Save button to save your report; your work is not automatically saved.

Editing a Custom Report

1. Go to Analysis > Create & Edit and find the custom report you wish to edit. You may filter by Type to narrow your search and/or you may enter the report name to find. Scroll through the resulting list for the report you desire.

2. Click the Edit button in the Actions column for the report you wish to edit.

3. Make desired changes and click the green Save button when you are done. You may always make additional changes at another time.

Publishing Reports

1.  Find the desired report in Analysis > Create & Edit.

2.  Check the box in the Published column to create a public read-only URL to the report.

Sharing Reports

1.  Find the desired report in Analysis > Create & Edit.

2.  Click the Public Link button to access the report via its own URL.

3.  Click the Schedule button to schedule report distribution.

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