To create a custom report:

1. Select Custom Reports to open the Custom Reports page.

2. Select Create Custom Report to open the Report Builder.

3. In the What datasets would you like to include in the report? section, select the datasets that you want to include on the report. You can select multiple datasets; sometimes selecting a dataset will make others unavailable.

4. In the What fields would you like to include? section, select the fields to include on the report. There is a selector for each dataset that you selected in the previous step. Select the box under each dataset name to display a list of fields, then select the check box next to the fields that you want to add.

5. Specify how the data should be filtered in the What filters would you like to apply? section.

5.1 Select Add a filter to display a set of filter definition controls.

5.2 Select a dataset from the Dataset list

5.3 Select a field from the Field list.

5.4 Select an operator from the Operator list.

5.5 Enter the filter value in the Value box.

5.6 You can add additional filters if needed. Filters can be grouped together using the AND or OR operators. Select Add filter to add a filter with the AND operator; select Add filter Group to add a filter with the OR operator.

5.7 Repeat the steps above as needed.

6. Schedule the report in the Would you like to schedule your report? section, if desired.

6.1 If you want the system to email a link to the report to selected recipients, list those recipients in the Recipient(s) section.

6.2 For recipients who are already in the system, start typing in the Search box to display a list of people whose email matches the text that you type. Select emails from the list to add them to the recipients list.

6.3 For people who are not currently in the system, select Invite New User to open an Invite New User window.

6.4 Enter the recipient's email address in the User Email box.

6.5 Re-type the recipient's email address in the Confirm User Email. It must match exactly the address you entered in the previous step.

6.6 Select Confirm to invite the user and return to the Report Builder.

7. Specify how often the report should run in the Report Schedule section.

7.1 Select a cadence (Daily, Weekly, or Monthly) to reveal additional scheduling options.

7.2 Complete the scheduling options.

7.3 Select Include only new and updated data if you want the report to include only data that was added or changed since the last time the report was run.

8. Type a name for the report in the Name box. This is how the report will appear on the Manage Reports page.

9. Add a description in the Description box if desired.

10. Select Save to save the report settings without running it or Save and Run to save the settings and run the report.