How to Create Custom Reports

How to Create Custom Reports

Custom Reports let you build a reusable report with only the columns you need, including fields from your Custom Fields Library. Use them when a Standard Report has more information than you need, or when you want the same set of columns on a regular basis.

Who this is for

Employers, Feature Admins, and brokerage users who can open Reports.

To create a custom report:
  1. Select Reports in the top navigation.
  2. Select Custom in the secondary navigation.
  3. Select Create Custom Report.
  4. In the Add Custom Report window, enter a Title.
  5. Under Fields, search or select fields to add them to Report columns. Drag rows in Report columns to set the column order. Select Clear all if you need to start the column list over.
  6. Select Save. The report appears in the Custom Reports list.
To generate a custom report:
  1. From Reports → Custom, select the report name in the list.
  2. In the Generate a "[report title]" Report window, select at least one subgroup. Expand a subgroup category to choose specific subgroups, or select All Subgroups for a category.
  3. If Contribution Types or Benefit Types appear, select the options to include (or select All Contribution Types / All Benefit Types).
  4. Under Dependent Info, choose Include or Exclude.
  5. Under Terminated Employees, choose Include or Exclude.
  6. If a Date range section appears, enter From and Through dates (MM/DD/YYYY). This appears when the report includes fields that require a date range.
  7. Enter the destination email in Send Report To.
  8. Select Generate & Send. You will receive an email to download the report.
To change columns later, use Edit on the report row (opens Update Custom Report). To remove a report, use Delete. Deleting a custom report cannot be undone.

Brokerage users

Create and save custom reports the same way from Reports → Custom. When you generate a brokerage-owned custom report, select one or more Clients instead of subgroups, then complete Dependent Info, Terminated Employees, Send Report To, and Generate & Send.

To receive certain Standard reports on a schedule, see Scheduled Reports. For a prebuilt employee data extract, see All Data Report.

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