Custom Reports Overview

Updated June 23, 2025 22:32

The Custom Reports module allows admin users to create reports to analyze data collected on their platform. This article highlights many reports that can be run, as well as how to create, edit, duplicate, and delete custom reports.

Sections

1. Types of Custom Reports
2. How to create a Custom Report
3. How to edit a Custom Report
4. How to duplicate a Custom Report
5. How to delete a Custom Report
6. How to export a Custom Report
7. How to publish a Custom Report
8. Custom Report Visibility

Types of Custom Reports

Student Reports

Custom Student Report: A student user report. Column A will populate with student names, and student attributes are available as additional columns and filter options.
Custom Notes Report: A student notes report. Allows users to report on notes added by career center users on student profiles (including outcome notes).

Outcome Reports

Custom Outcomes Report: Outcome Reports can be used to create a list of student jobs/outcomes with an array of column options corresponding to fields on your platform’s various outcome surveys.
Outcomes by Attribute Report: Allows users to to report on a single attribute, along with aggregated compensation calculations. For example, create a report on the attribute “Gender” to see a breakdown of compensation data by gender. This report is outcome-driven, meaning the data included in the report is derived from student outcomes.

Job Posting Reports

Custom Job Posting Report: A job posting & OCI report. Allows users to report on job postings using the available job posting/OCI fields as columns and filters.
Applicants Report: A job posting report that displays the Applicants information.

Employer & Contact Reports

Custom Employers Report: A company report. Allows users to report on the companies and associated data stored in the Employer Directory.
Custom Contacts Report: A contact report. Allows users to report on the contacts and associated data stored in the Contact Directory.
Custom Target Employer Report: Each row in this report represents a single student targeting an employer.

Event Reports

Custom Events Report: An events report. Allows users to report on events hosted on the Events module.
Student Registrants Report: A report that displays Student Registrants to an Event.The first columns of the report will contain Student, Event Name, Event Date and Time, and Registration Date
Job Fair Employer Registrants Report: A report that displays Employer Registrations for Job Fairs.The first columns of the report will contain Contact, Event Name, and Registration Date

Appointment Reports

Custom Adviser Activity Report: A snapshot of career adviser activity on the Appointments module. The name of each Career Advisor will display by default in column A of the report.
Appointments Report: An Appointment report that displays information regarding the Appointment block and students. The first columns of the report will contain Student, Career Adviser, and Appointment Date and Time.

Experiential Learning Reports

Custom Experiential Learning Report: This report allows you to report on experiences submitted by students on the Experiential Learning module.

How to Create a Custom Report

Select "Reports" then “Custom Reports” from the left navigation panel.
Select the Create New Report dropdown menu.

Select a specific Custom Report type to create.
Enter the required “Report Basics” information.

Utilize the “Filters” section to add filters. Please note, our Filters create an "and" statement, rather than an "or" statement. This means the results returned by the filters will be data that matches each filter you have applied. (e.g. "Grad Year = 2022 AND Program = FTMBA AND Dual Degree = Yes" will result in students in the 2022 class, in the FTMBA program, who also have Dual Degrees.)

Select options from the "Columns" section to be added to the report.
Select “Generate Report”.
A generated report preview will display. Use the Action button to Export the report, or proceed to Save the report. The report is not saved until you click the Save Report button.

When "Save Report" is selected, you will be prompted to name the report, enter an optional description, and set the visibility settings for the report. Select "Save Report" to proceed. As in the image just above, please note that changes made to the filters are not saved, unless you click Edit and then Save Report.

How to Edit a Custom Report

The creator/owner of a custom report can select to edit the report. If you are not the owner of a report that you would like to edit, please duplicate the report prior to making any changes. This ensures that the owner's report is not permanently altered in any way.

Select the Custom Reports module from the left navigation panel.
Select the ellipsis icon next to the report, and select Edit

Tip: The owner and Career Center Users with the User Role of "School Administrator" have access to the report, can make edits, and can save the edited report. If you are not the owner of a report that you would like to edit, please duplicate the report prior to making any changes. This ensures that the owner's report is not permanently altered in any way.

How to Duplicate a Custom Report

Duplicating a report is especially useful when a user wants to edit a report they did not create. Duplicating a report serves in place of transferring ownership on Custom Reports. Duplicating the report creates a copy of which the current user is the owner, allowing them to edit the new report as needed, including updating distribution schedules and recipients.

Select the Custom Reports module from the left navigation panel
Select the ellipsis icon next to a report that you wish to duplicate and select Duplicate
The report will be duplicated and "Duplicate" will appear in the name of the report (e.g. Duplicate - Sample Outcome Report). Select the Action button, and then select Edit, to edit the duplicate report.

How to Delete a Custom Report

You can delete a report that you no longer need. Please use caution when deleting a custom report as this action is irreversible. Pro Tip: If the custom report you want to delete is included in a dashboard within the Reporting Dashboards module, you must first delete the report from any associated dashboards before deleting the report on the Custom Reports module.

Select the Custom Reports module from the left navigation panel
Select the ellipsis icon next to the report, and select Delete
Select Ok to confirm

How to Export a Custom Report

You can export a custom report to Excel or another spreadsheet program. To export:

1. Navigate to the right hand side of any saved report.

2. Click the Action button. Click Export from the options. The file will automatically download.

How to Publish a Custom Report

You can also publish a report, which can be used in marketing materials or given to stakeholders outside of the 12twenty Admins. Please Note - This link can be shared and seen by anyone.

1. Navigate to the right hand side of any saved report.

2. Click the Action button (as above). Click on Publish from the options.

3. A window will pop up with a warning and the report url.

Custom Report Visibility

When you save a report and any time you edit a report, you can set or change the report visibility. You can choose to make this report visible to All Admins, to specific Admin Groups, or to yourself only (hidden from all other users).