Viewing Custom Reports

Custom Reports are viewable live in the Designer page as values and groups are added and chart types, filters, sorts, and drilldowns are applied.

Chart Types

Charts provide a visual representation of data to help interpret or reveal patterns and trends that may not be immediately apparent in raw data. Custom Reports offers different chart types to suit different needs depending on the data and visualization needs.

Visual	Chart Type	Description
	Table	A table chart presents information in rows and columns.
	Line	A line chart connects a series of data points using a line across an x and y axis.
	Area	An area chart is similar to a line chart, but the area below the line is filled with color.
	Bar	A bar chart groups data into horizontal or vertical bars proportional to the measure of the data.
	Pie	A pie chart divides data into sectors of a circle with each sector proportional to the measure of the data.

Filters

Filters can be used in custom reports to show and hide data based on criteria and logic. Multiple filters can be combined together using AND/OR logic for further restrictions on data viewing. Available filter are based on the system and process fields associated with the instance.

To add a filter:

Choose the value and group fields to include in the custom report by dragging and dropping them into their respective center pane areas.
Click the Filters link.
In the popup dialog window, choose your filter criteria.
(Optional) Click Add a filter for additional filter criteria using AND logic, or click Add a set of filters for additional filter criteria using OR logic.
Click Update.

In this example, we'll filter the custom report data to show only a list of names and departments of people in Marketing.

Sorting

Custom reports can be sorted in ascending and descending alphabetic or numeric order based on the field variables placed in values and groups in the custom reports designer.

To add a Sort:

Choose the value and group fields to include in the custom report by dragging and dropping them into their respective center pane areas.
Click the Sort link.
In the popup dialog window, choose your sorting criteria.
(Optional) Click the Advanced options link to use the Show top function. Show top allows you to input a number that limits the amount of total rows being shown in the report. For example, if your custom report showed 30 rows, you could input "2" into the Show top function to only show the top 2 rows of the sort.
Click Update.

Example

The following example shows a custom report that views names, departments, and travel start dates for employees. A sort can be applied to this data to show the order of travel start dates to understand which employee is traveling earliest.

Reports can also be sorted by multiple columns by clicking the Add another sort column button in the Sort Option dialog for a maximum of 3 total sort columns.

Drilldowns

For grouped reports, a drilldown is a table view of just the instances that make up that group. Clicking on the group row of a table or the group on a chart will open up this table with the configured columns.