Use custom reports

Apart from using predefined reports, you can build your own custom reports with a set of widgets of your choice. By selecting widgets and adjusting filtering options, you can customize your data analysis to a large extent.

Create a custom report

Use the Custom report builder to create a report.

1. In Reporting, open the left menu and click Custom reports > Custom report builder.
2. Drag and drop widgets to add them to your report. You can add maximum 20 widgets to a report.
3. Apply filters:
   • Local filters. Click the filtering icon above the widget, select the filters, and click Apply. These filters apply to a single widget only.
   • Global filters. Click the filtering icon at the top of the page. Click the checkbox next to filters you want to apply to all the widgets, select the filters, and click Apply. To clear global filters, click the checkbox, deselect the filters, and click Apply.
     
     Note that Groups and Properties are parent filters for both hostnames and CP codes. They narrow down the filtering options but don’t filter the data. You need to select actual CP codes or hostnames to apply the global filters.

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Local vs global filters

Global filters override your local filtering selections. If you select some local filters for your widgets and then apply global filters, the global filters apply to all the widgets. Review your selections carefully to avoid unwanted filter override. After selecting global filters, you can then apply local filters for individual widgets.

The report shows the requested data. You can save the report for future analysis.

For each widget, you can:

• Edit the title. Click the edit icon and change the widget title.
• See the corresponding API calls. Click the cloud icon .
• Download the report data as CSV. Click the download icon .
• Modify the filters. Click the filtering icon and apply the filters.
• Delete the widget from your report. Click the delete icon and confirm.
• Change the widget’s position. Click the arrows icon and drag the widget.
• Adjust the widget’s size. Click the dots icon at the right and drag to resize the widget.

For some widgets, you can switch between the chart view and the table view .

Clear a custom report

Clear your report to remove all widgets from your working space of the custom report builder.

1. In the Custom report builder, click the three dots icon at the top.
2. Click Clear.
3. Click Clear report to confirm.

The report is now empty and you can start adding new widgets.

Save a custom report

When creating a custom report, you can save it for future analysis.

1. In the Custom report builder, click Save. Alternatively, click the three dots icon at the top and click Save as.
2. Enter the report name and the URL. The URL must consist of letters, numbers, and hyphens in between. For example, my-new-report-2. You can’t edit the URL after saving the report.
3. Click Save.

You can now access the report from the Custom reports list. The report is only visible to you. You can share it with other users within the account.

You can have up to 100 custom reports saved. When you reach this limit, you need to delete some of your owned reports to be able to save new ones.