Create a new custom report

FLG Insights gives you the freedom to create custom reports. Your reports can be modified and fine-tuned to get them just right for your needs. Before getting started we recommend that you read An introduction to FLG Insights for the basics on report construction. FLG Insights automatically limits results in new custom list reports to speed up the design process which can be removed.

Open a blank report

  1. From the homepage, click the New report button.

  2. From the options presented, click the data source you want to base your report on. It is not possible to move from one data source to another once selected and data sources cannot be mixed.

  3. Select Blank report.

  4. A blank report template will be opened in the report designer. The report will have no fields pre-selected and can be fully edited to meet your needs. A date range and main date field will be set but this can be modified. The report name is initially the same as the report template name. Here's how to Edit the name of an existing report.

Edit the main date filter

Change the date field

  1. Click the date field icon to the right of the current selection.

  2. Select the required date field from the options presented.

  3. Hover over the date field icon to see the current selection.

Change the date range

  1. Click the current date range selected to set the date range for the selected date field.

  2. Set the start and end dates in the calendars or by typing the dates into the boxes above the calendars. You can also use the pre-defined date periods listed in the right hand list.

  3. Click the Apply button. The main date filter will show the new date range selected. Hover over the current selection to see the actual dates where the selection is relative.

Add columns or rows to your report

  1. Click Add a column or Add a row in the relevant section of the field selector panel to the left of the report designer.

  2. Select a field from the left hand list. Where the field offers multiple options, then select an option from the right hand list. You can search for the field too.

  3. Click the Add button. The selected field will now show in the relevant section of the field selector panel. You can get more information about the field added by hovering over the field label.

  4. Repeat the process to add additional column and row fields as required.
  5. The order of fields within a section can be changed and fields can be moved between the columns and rows sections by clicking on the field and dragging and dropping into the new position.

  6. Fields can be removed from the report by clicking the cross on the field label.

Add values to your report

  1. Click Add a value in the values section of the field selector panel to the left of the report designer.

  2. Select a field from the left hand list. Select a calculation in the right hand list. You can search for the field too.

  3. Click the Add button. The selected field will now show in the values section of the field selector panel. You can get more information about the field added by hovering over the field label.

  4. Repeat the process to add additional value fields as required.
  5. Fields can be removed from the report by clicking the cross on the field label.

Add filters to your report

  1. Click Add a filter in the filters section of the field selector panel to the left of the report designer.

  2. Select a field from the left hand list. The icon indicates what type of field it is.
  3. In the right hand panel, select the filter to apply to the chosen field. The filter options presented will be relevant to the field type. Here are some examples:

  4. Click the Add button. The selected field will now show in the filters section of the field selector panel. You can get more information about the field added by hovering over the field label.

  5. Repeat the process to add additional filter fields as required.
  6. Fields can be removed from the report by clicking the cross on the field label.

Run your report

  1. Once you have finished designing your custom report, click the Run report button to generate the report results.

  2. You can also refresh the report results after each change using the Refresh button in the top right.

  3. Click All reports in the side navigation bar to see the report in your reports list on your homepage.

Tip: You can also Add totals to a report, Limit row and column results shown in a report, Filter column results in a pivot table or Sort column results in a report. If your report is going to take a long time then it can be emailed to you so you don't need to wait.

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