Create a Custom Insights Report

FLG Insights gives you the freedom to create custom reports, which can be modified and fine-tuned to get them just right for your needs. Before you start, we recommend reading An introduction to FLG Insights for the basics on report construction. New custom list reports automatically limit results to speed up the design process - this can be removed.

Open a Blank Report

1. From the homepage, click the New report button.
2. Click the data source you want to base your report on - you can't switch data sources once selected, and data sources can't be mixed.
3. Select Blank report.
4. The blank template opens in the report designer with no fields pre-selected, so it can be fully edited to meet your needs. A date range and main date field are set but can be modified. The report name initially matches the template name - see 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 to set the range for the selected date field.
2. Set the start and end dates in the calendars, or type them into the boxes above the calendars. You can also use the pre-defined date periods listed on the right.
3. Click Apply. The main date filter will show the new range - hover over the selection to see the actual dates where it's 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 on the left.
2. Select a field from the left hand list - where a field offers multiple options, select one from the right hand list. You can also search for the field.
3. Click Add. The field now shows in the relevant section of the panel - hover over the field label for more information.
4. Repeat to add further column and row fields as required.
5. Reorder fields within a section, or move fields between columns and rows, by clicking and dragging them into position.
6. Remove a field by clicking the cross on its label.

Add Values to Your Report

1. Click Add a value in the values section of the field selector panel.
2. Select a field from the left hand list, then a calculation from the right hand list. You can also search for the field.
3. Click Add. The field now shows in the values section - hover over the label for more information.
4. Repeat to add further value fields as required.
5. Remove a field by clicking the cross on its label.

Add Filters to Your Report

1. Click Add a filter in the filters section of the field selector panel.
2. Select a field from the left hand list - the icon indicates the field type.
3. In the right hand panel, select the filter to apply. The options shown depend on the field type. Examples:
4. Click Add. The field now shows in the filters section - hover over the label for more information.
5. Repeat to add further filter fields as required.
6. Remove a field by clicking the cross on its label.

Run Your Report

1. Once your custom report is designed, click Run report to generate the results.
2. You can also refresh 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 the homepage.

Create an Insights Report from a Template

Use a report template in FLG Insights to save time and get to typical management information in no time.

1. From the homepage, click the New report button.
2. Click the data source you want to base your report on - you can't switch data sources once selected, and data sources can't be mixed.
3. All report templates for your chosen data source appear below a grey line. Some data sources need a further menu level to reveal their templates.
4. Click the required report template.
5. The template opens in the report designer with the required fields pre-selected and a default date range set. The report name initially matches the template name - see Edit the name of an existing report.
6. Click Run report to generate the results.
7. Click All reports in the side navigation bar to see the report in your reports list on the homepage.