Custom Reporting is a powerful tool within the Reports Module of Inspire. Create your own custom reports or leverage your organization's custom reports to access valuable information available within Inspire.
NOTE: Custom Reports are currently available only for the Objectives category.
Accessing Custom Reports
- Use the Modules Menu to navigate to Reports > Objectives > Custom Reports
- Select from the list of available reports or add a new report.
Creating a Custom Report
- To start, select the Add New Report button at the bottom of the Custom Reports list on the left.
- Enter or select the following options:
- A Report Title for the report.
- Select a Location for the report. (Administrators may select My Reports & Company)
- Select desired Display Columns for the report.
- Select the desired Sort Order for the report.
- Select the desired Filters for the report.
- Define any Grouping, Aggregation, Alias or column Widths for the report.
Tip: When creating custom reports be mindful of the Display Columns that you are selecting. There are a wide variety of display column options; for best results, have a vision for what columns will provide the most valuable report.
NOTE: Display columns are organized by Objective, Strategy and User fields. To switch between field types use the dropdown above the list of available columns.
Save & Run a Custom Report
- Once a custom report has been created, select Save & Run to save and view your custom report. The report is generated based on the columns, sorting, filtering and grouping that have been applied within the editor.
- Within the report viewer the following options are available:
- Edit: The ability to adjust all aspects of the report (company reports require permissions to edit)
- Save As: The ability to save the report as a different title or create a copy of the report
- Delete: The ability to delete the report (company reports require permissions to delete)
Tip: Running a custom report may expose additional options or filtering that you may want to add to your report. Simply select Edit to make these adjustments and re-run the report.
Managing Custom Reports
- To manage Custom Reports, navigate to the list of custom reports.
- Under the My Reports header, select the ellipsis icon next to any of your reports listed under My Reports. Note that Administrators also have this option for reports listed under the Company Reports header. The ellipsis icon give you access to do the following for each report:
- Run the report
- Edit the report
- Save the report as a different name
- Add the report to quick links that can be accessed from the Inspire Home Page
- Delete the report