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Guide

Create a custom report

Last updated Reports

AI summary

Build a custom report in Report Builder when no template shows what you need. You choose the object, add filter conditions using AND/OR logic, select the chart type and breakdown format, then provide a title and description. The Create Report permission is required.

Build your own report in the Report Builder when no template shows what you need. You choose the object, set the logic and decide how the results are shown.

Before you begin

  • Your Rencore role includes the Create Report permission. Owner, Admin and Contributor have it. See Rencore roles.

Steps

  1. Go to Reports > Add Report. The Report Template Library opens.

  2. Click Create Custom Report in the top right.

    Report Template Library with Create Custom Report highlighted

  3. Set the logic, the visualization and the details on the three screens below.

Set the logic

  1. Select the object the report shows from the drop-down (e.g. Users).

  2. Click Add Filter.

  3. Select a field for the Filter condition. You can add more filter conditions with the AND/OR attributes, and add related objects to the logic.

    Example: To show users outside the United States, select "Is External" in the field and the query "Is False". Then click the "+" button and choose "Add Condition". In the new field, select "Country or Region", set the query to "Does Not Contain" and enter "United States" as the value.

  4. Click Preview to see a selection of the results.

  5. Click Next in the top right corner.

    Report Builder Logic step for Users by Region, Next highlighted

Set the visualization

  1. Select the type of chart and the color theme.

    Report Builder Visualization step with the chart types and Color Theme highlighted

  2. Select how to break down the report and how to sort it.

    Report Builder visualization settings: category, data and break down; group and aggregate; sort, amount and summary

  3. Click Next in the top right corner.

Set the details

  1. In the Title field, enter a unique name for the report (e.g. Non-USA Users). A green tick appears when the title is unique.

  2. In the Description field, enter a description (e.g. Show users that are outside the United States).

  3. Select the Category from the drop-down.

  4. Select the Icon from the drop-down. This is usually the connector the object belongs to.

  5. Click Save in the top right corner.

    Report Builder Details step with title, description, category and icon, Save highlighted

What you see

The report starts gathering data and shows the results.

Frequently asked questions

Which permission do I need to create a custom report?

You need a Rencore role that includes the Create Report permission. Owner, Admin and Contributor have it.

How do I start building a custom report in the report builder?

Go to Reports > Add Report to open the Report Template Library, then click Create Custom Report in the top right. You then set the logic, the visualization and the details on three screens.

How can I build a report that shows only users outside the United States?

Select Users as the object and add a filter with the field "Is External" and the query "Is False". Then add a condition with "Country or Region", the query "Does Not Contain" and the value "United States".

Can I combine several filter conditions in one custom report?

Yes. You can add more filter conditions with the AND/OR attributes, and you can also add related objects to the logic. Click Preview to see a selection of the results.

What do I have to enter on the details screen when saving a custom report?

Enter a unique title (a green tick appears when it is unique) and a description. Then select a Category and an Icon from the drop-downs, and click Save. The Icon is usually the connector the object belongs to.

Next steps

Related pages

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