Custom reports
Custom reports are pre-configured reports with custom data filters that are readily available whenever required.
To open the list of custom reports, from the left pane go to Corporate > Custom.
Creating a custom report
- Hover over a default report that will serve as the basis of your custom report and click Customize.
- Specify a custom report name by clicking on the report name at the top and keying in the custom name. Report names must be unique.
- Click on the report description underneath the name and key in a friendly description of the report to help you understand the aim of the report.
- From the General tab, configure report options. The options available may vary between different report types. The following are the basic, most common options across reports.
| Option | Description |
|---|---|
| Scope | The time period that the report data covers. Choose either a relative time period with respect to the date when the report is generated, for example, choose Last 7 days to show data for a week prior to the date when report is generated. Alternatively, choose a Custom date range with custom from and to dates. |
| Report for |
Choose to show report data that has a particular property, such as the Status which allows you to filter reports depending on the transmission status of the message. In the Add filters text field, key in or choose the data to filter for. Click + to apply the filter. Repeat the process to add any different filters as applicable. For example, to show faxes transmitted over line 23 that failed, choose Fax Line, add filter 23 and click +. Then choose Status, select Failed and click +. |
| Group by | Defines how report data is grouped. Choose All to have different sections within the report grouped by all the possible groupings. Alternatively group data by a particular property, for example, choose Day to show total usage during each day within the scope. |
| Format | Choose the format of the report when it is generated. |
- Click Save as Custom to save the custom report. The report is stored and is accessible from the left pane tab Corporate > Custom.
Generating custom reports
To generate a custom report, from the left pane go to Corporate > Custom. Choose how you would like the report delivered to you:
- Download immediately: hover over the report and click Download now.
- Send report via email: Click on Customize and go to the Send Now tab. Specify the recipients of the report and click Send.
- Send via email periodically - Click on Customize and go to the Schedule tab to send this report via email every couple of days. For more information refer to Scheduled reports.
Modifying a custom report
To change the settings of a custom report, from the left pane go to Corporate > Custom. Hover over the report to modify and click Customize. Apply the required changes and click Save.
Deleting custom reports
Custom reports can be deleted one-by-one or by deleting multiple reports at once. To delete custom reports, from the left pane go to Corporate > Custom.
- To delete multiple reports at one go, click on the check sign
in the top right corner of the reports to delete. When all reports to delete are selected, click 
in the top left corner of the view. When prompted to confirm deletion, click OK. - To delete one report, hover over the report to delete and click the cross symbol
in the top left corner. When prompted to confirm deletion, click OK.