Create and edit custom reports

Users with the Add Reports, Remove Reports, or Update Reports role permission can manage reports. The View Reports role permission gives view-only access to reports.

To create a new custom report:

1. Click Reports. The Custom Reports page appears.
2. Click + Create new report. 

3. Under Choose your data, select Courses or Invoices and payments, then select the checkboxes for the columns you want on your report.
   

   A preview appears under See how your report will look.

   Notes: 

   • The preview show 10 rows of data.
   • You can drag and drop columns to change the order.

4. Under Filter and sort data, do any of the following:

   • Use the filters to add any additional criteria.
   • To change the way your report is sorted, click +Add another sort option, then choose a group, and how you want it sorted.

5. Under Save and generate report, do the following:

   a. Enter a name and description.
   b. Select if you want the report to run:

       • Daily
       • Weekly: Select the day of the week.
       • Monthly: Select the first or last day of the month.

   c. Select who will receive this report.

6. Do one of the following:

   • To run the report on the set schedule, click Save report.
   • To run the report immediately, click Save and run report.

You will receive an email with an Excel file.

To edit an existing custom report:

1. Click Reports. The Custom Reports page appears.

2. Do any of the following:

   To...	Then...
   Edit a report	a. Click . b. Make any desired changes. c. Click Save report.
   Quick-schedule a report	a. Click . b. Make any desired changes. c. Click Save report.
   View a report	Click . The report preview appears.
   Delete a report	a. Click . A pop-up appears. b. Click Yes, delete.