How to create a Custom Report

To create a Custom Report:

  1. Select "Reports" then “Custom Reports” from the left navigation panel.

  2. Select the Create New Report dropdown menu.


  1. Select a specific Custom Report type to create. To learn about the different Custom Report types, click here.



  1. Enter the required “Report Basics” information. 


  1. 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.)


  1. Select options from the "Columns" section to be added to the report. 



  2. Select “Generate Report”.

  3. A generated report preview will display. Use the Action button to Export the report, or proceed to Save the report.


  1. 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.

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