# Create Custom Reports

You can create a custom report using the Create a Custom Report page. You can select the report type and the organization for which you need a report. After that, you can add columns to the reports.

## How to select a report type <a href="#select" id="select"></a>

Analytics provides various report types. You can select a suitable report type for your report.

<mark style="color:blue;">**Step 1:**</mark>  On the Analytics homepage, click <mark style="color:blue;">**Create a Custom Report**</mark>.

<figure><img src="/files/MKI3CpuiE7yvb78G0oYw" alt=""><figcaption></figcaption></figure>

> The <mark style="color:blue;">**Create a Custom Report**</mark> page is displayed.

<mark style="color:blue;">**Step 2:**</mark>  Click the report type in the filter display.

<mark style="color:blue;">**Step 3:**</mark>  Select the appropriate report type.

> The selected report type is displayed.

## How to select an organization filter <a href="#select2" id="select2"></a>

You can use the organization filter to choose the required organization for which the report is needed.

<mark style="color:blue;">**Step 1:**</mark>  On the Analytics homepage, click <mark style="color:blue;">**Create a Custom Report**</mark>.

> The <mark style="color:blue;">**Create a Custom Report**</mark> page is displayed.

<mark style="color:blue;">**Step 2:**</mark> Click the organization name in the filter display.

<mark style="color:blue;">**Step 3:**</mark>  In the organization name list, select the appropriate organization name.

{% hint style="info" %}
*<mark style="color:blue;">You can also search for the organization's name. Type the first few characters of the organization that you need to search for. Analytics populates the matching results.</mark>*
{% endhint %}

> The organization filter is updated in the filter display.

{% hint style="info" %}
*<mark style="color:blue;">Select the check box next to the organization name to include child organization subscriptions in the results. Click to clear the check box to exclude child organization subscriptions.</mark>*
{% endhint %}

## How to add columns <a href="#add" id="add"></a>

You can add selective columns to the report.

<mark style="color:blue;">**Step 1:**</mark>  On the Analytics homepage, click <mark style="color:blue;">**Create a Custom Report**</mark>.

> The <mark style="color:blue;">**Create a Custom Report**</mark> page is displayed.

<mark style="color:blue;">**Step 2:**</mark>  In the menu, click <mark style="color:blue;">**Columns**</mark>.

> The list of column properties is displayed.

{% hint style="info" %}
*<mark style="color:blue;">You need to expand some properties to add columns or sub-columns.</mark>*
{% endhint %}

<mark style="color:blue;">**Step 3:**</mark>  Select the column that you need to be displayed for your custom report. The column is displayed in the custom report area.

{% hint style="info" %}
*<mark style="color:blue;">There are certain column names that have a box. Type the first few characters of the column fields that you need to search. Analytics populates the matching results, select the column fields that you need to be displayed for your custom report. For example, if you need to display a custom profile field in a custom report. Analytics populates matching results such as Birthday, Id Number, and other custom profile fields.</mark>*
{% endhint %}

## How to add filters <a href="#add2" id="add2"></a>

You can set the filters for the data in the columns.

<mark style="color:blue;">**Step 1:**</mark>  On the Analytics homepage, click <mark style="color:blue;">**Create a Custom Report**</mark>.

> The <mark style="color:blue;">**Create a Custom Report**</mark> page is displayed.

<mark style="color:blue;">**Step 2:**</mark>  Do one of the following steps:

> <mark style="color:blue;">**Option 1:**</mark>  In the upper-left corner, click the ![](https://reporting.nexportcampus.com/Help/Content/Resources/Images/Common_Screens_Icons/Flat_Icon.png) icon to view the flat report.

> <mark style="color:blue;">**Option 2:**</mark>  In the upper-left corner, click the ![](https://reporting.nexportcampus.com/Help/Content/Resources/Images/Common_Screens_Icons/Aggregate_Icon.png) icon to view the aggregate report.

<mark style="color:blue;">**Step 3:**</mark>  Select the appropriate report type and organization filter.

<mark style="color:blue;">**Step 4:**</mark>  In the menu, click <mark style="color:blue;">**Filter**</mark>.

> The list of filter properties is displayed.

{% hint style="info" %}
*<mark style="color:blue;">You need to expand the properties to add filters.</mark>*
{% endhint %}

<mark style="color:blue;">**Step 5:**</mark>  Select the filter condition and then in the box, type the filter data.

<mark style="color:blue;">**Step 6:**</mark>  Click the ![](https://reporting.nexportcampus.com/Help/Content/Resources/Images/Common_Screens_Icons/Add_Filter_Icon.png) icon to add a filter to the custom report.

> A new filter condition is added to your custom report and is visible in the custom report title bar.

#### For more information on creating a custom report, see:

{% content-ref url="/pages/bLiewJQJMNuOF1ByXdou" %}
[Create Custom Reports](/nexport-analytics/reference/create-custom-reports.md)
{% endcontent-ref %}

You have selected report type and organization, added a column, and added filters. Now that you have selected the filter, you can schedule a report to run at a particular time.&#x20;

#### For more information on scheduling, see:

{% content-ref url="/pages/ygwz7jTflf6dtNbpPPEE" %}
[Schedule Reports](/nexport-analytics/quick-start/schedule-reports.md)
{% endcontent-ref %}

#### © NexPort Solutions. All Rights Reserved.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.nexportsolutions.com/nexport-analytics/quick-start/create-custom-reports.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.