Create a Custom Report

If none of the pre-defined reports meet your needs, you can create a custom report, defining the fields for the report, and the order in which they appear.

For a more comprehensive description of custom reports and the fields they may contain, refer to the documentation available from the APLS, by clicking The Help icon.

  1. Click The Menu icon and select Custom Report from the USAGE & REPORT section.
  2. Click Select Product and select the product on which to run a report.
    Tip: At this point, if there was a report similar to your needs, you could edit that report and save it with a new name to create a new report; alternatively, continue to create a new report from scratch.
  3. Click Create Usage Report.

    The Create Usage Report form is displayed.

  4. Complete the Report Name and Report Description fields.
  5. In the Add Report Field section, select a field, and a data type and aggregator for that field, and then click Add.
  6. Repeat the last step at least twice more; a report must have a minimum of 3 fields.

    The Report Field Settings section contains the selected fields.

  7. In the Report Field Settings section, you can drag the fields to change their order in the report, or edit (The Edit field icon) or delete (The Delete field icon) them.
  8. In the Report Filter Settings section, if required, define one or more filters to focus on the required records: define the filter details and click Add Filter.
  9. Click Create to create the custom report.

Once you have created the report, there are a number of actions, as well as running it, that you can perform, such as cloning, editing, deleting and exporting it. Again, refer to the APLS documentation for more details.