Create a Custom Report



In this section, you will learn how to use our custom report template to send periodic email reports to yourself or other datapine users. These advanced reporting templates let you send out filtered reports which are generated from one single dashboard or dashboard tab. Each of the reports may contain user-specific content by applying advanced dashboard filtering rules. The following steps will demonstrate how to create a custom report in datapine.


1. Head to the report’s overview by clicking on REPORTS on the tool navigation bar.


2. To add a new report, click on Create new report.


How to add a custom report




3. In the report selection popup choose the Customized Report option on the right to open a new custom report template.


How to create a custom report step 2




4. The Custom report setup includes four sections that require your input. First, you will need to define the Recipients and Email details. In this section, you’ll be asked to assign a report title, select the recipients of the report and write a short message including an email subject to address the report recipients. Please note, custom reports can only be sent to users and viewers within your datapine organization.


How to add recipients to a customized report




5. Next, you will need to select the Content that you wish to include in your email report. You may choose to send a single tab or even a whole dashboard and select the file type for the email attachment: Excel, CSV, PDF or PNG (only for single tabs). If you have an active time filter on your dashboard you may also define a time frame for the export.


Set content for customized report



6. After you’ve selected the content that you wish to include in your email report, you may further define global or user-specific filters and values to create unique versions of the report for each of your recipients. Please note that a filter needs to be added to your dashboard first before it will be listed here. To filter your report, you may choose between global and user-specific filter rules:



A) Step 1 – Define Global Filters: If you want a filter to apply globally to your report, use the filter dropdowns on the right in this section. Using the filter toggle, you may also activate or deactivate filters for the report. Please note, only activated filters (blue toggle) will be applied to your report.


How to set global filter for a customized report


B) Step 2 – Define User-Specific Filters: If a filter should apply user-specific values, tick the checkbox of this filter in Step 1. Now, move on to Step 2 and define the individual filter rules for each recipient.


How to set user specific filter for a customized report


7. Next, you may choose the interval as well as the date and time when the report should be sent out.


8. Click Save to finalize your report. The report will now appear as an active report in the report overview.


How to schedule a customized report






Instead of adding e.g. every single Sales and HR Manager and then having to adjust every filter for them individually, you also can add Viewer-Groups to the recipient list and then apply group-specific filter values to the report.