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  • NexPort Analytics
  • Getting Started
    • What's New in Analytics
      • Analytics 2.3.3 Released
      • Analytics 2.3.2 Released
    • Access Analytics
    • System Requirements
    • Change Time Zone
    • Use the Report Paging Toolbar
  • Quick Start
    • Create Custom Reports
    • Schedule Reports
    • View Previously Saved Reports
    • Create Dashboards
    • Add Widgets
    • Share Dashboards
  • Reference
    • Create Custom Reports
      • Types of Reports
        • Subscriptions Report
        • Section Enrollments Report
        • Training Plan Enrollments Report
        • Assignment Statuses Report
        • Transcript Records Report
        • Sections Report
        • Training Plans Report
      • Types of Filters
        • Yes/No Filter
        • Date Filter
        • Text Filter
        • Numeric Filter
        • Time Filter
        • Group Filter
        • User Filter
        • Section Filter
        • Training Plan Filter
        • Time Zone Filter
        • Phase Filter
        • Result Filter
        • Transcript Record Status Filter
        • Grading Strategy Filter
        • Assignment Type Filter
        • Transcript Record Type Filter
        • Custom Field Filter
        • Date Range Pre-Filter
      • Build a Custom Report
        • Manage Report Type
        • Manage Organization Filters
        • Change Report Mode
        • Reset Custom Report Settings
        • Load a Custom Report
        • Grouped By Column or Filter (Aggregate Report Mode only)
        • Functions (Aggregate Report Mode only)
        • Manage Columns (Flat Report Mode only)
        • Manage Filters (All Report Modes)
          • Add Filter to a Custom Report
          • Remove Filter from a Custom Report
          • Add OR Condition to Filter
          • Remove OR condition from Filter
        • Save a Custom Report
        • Download a Custom Report
    • Schedule a Custom Report
      • Create a Schedule for a Custom Report
      • Modify Custom Report Schedule
      • Download Archived Report
      • Run a Test Schedule
      • Delete a Schedule
    • View Saved Reports
      • Rename a Report
      • Add Schedule to a Report
      • View the Schedule list for a Report
      • Delete a Report
    • Manage Dashboards
      • Analytics Dashboard Features
      • Dashboard Management
        • View and Search Dashboard listing
        • Create a Dashboard
        • Modify Dashboard details
        • Remove a Dashboard
        • View Audit Logs of an Organization
      • Dashboard Widget Management
        • Widget Management Icons
        • Widget Types
        • View and Search Widget in List Display
        • Add a Widget
          • Add a Custom Report Widget
          • Add a Line Chart Widget
          • Add a Bar Chart Widget
          • Add a Radar Chart Widget
          • Add a Pie Chart Widget
          • Add a Doughnut Chart Widget
          • Add a Polar Chart Widget
          • Add a Pivot Table Widget
        • Manage Dashboard Access
          • Permit or Revoke a User
            • View and Search Permitted Users Listing
            • View and Search all Users Listing
          • Restrict Data for Permitted User
            • View and Search Restricted Groups Listing
            • View and Search all Groups Listing
        • View Audit Logs for a specific Dashboard
        • Modify a Widget details
        • Remove a Widget
  • faqs
    • Common questions
    • Dashboard related questions
    • Custom report related questions
    • Schedule custom report related questions
  • Glossary
    • Glossary
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  1. Reference

Create Custom Reports

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Last updated 2 years ago

Analytics allows you to create custom reports using the various filtering options and customizations. The filtering options include, filtering by report type, subscription organization, and many others. Report output is downloaded in .CSV format and can be scheduled to run on a regular basis.

Analytics includes two major modes of reporting – Flat Report and Aggregate Report. Based on your requirement you can choose the appropriate report mode.

Flat Report: The flat report displays all records (within the restrictions of any limiting criteria). You can use this report to generate a list of all micro-level entries in a report.

Aggregate Report: The aggregate report allows you to group your data by explicit properties to perform aggregate calculations.

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Types of Reports
Types of Filters
Build a Custom Report