Building a Custom iEdison Report

You may build a custom report by creating a report template that can be saved for future use if desired. To build a custom report, complete the following steps:

1. Click "Custom Reports" in the sidebar
2. Click the "New Report Template" button
3. Select the report criteria
4. Select the filter criteria
5. Select the sort criteria
6. Generate the report and/or save the report template for future use

1. Click "Custom Reports" in the sidebar

When you click the "Custom Reports" link under "Generate Report" in the sidebar, you will be taken to the Custom Reports page, which is where you will find your saved report templates and previously generated reports from the past seven days.

2. Click the "New Report Template" button

To build your first custom report, click the "New Report Template" button in the upper right corner. This will take you to the Custom Report Templates page.

3. Select the report criteria

In the Output Report Fields panel, select the fields in the "Fields Available" column you wish to output in the report and then click the right-single-caret button to move those fields into the "Fields Selected" column. Clicking the right-double-caret button will move all fields into the "Fields Selected" column. The left-caret buttons will remove the fields.

4. Select the filter criteria

The fields you selected in step 3 will determine the available filter criteria. Select a field in the "Fields Available" dropdown menu. A second dropdown menu will appear beneath, allowing you to define the filter criteria specific to that field. For example, if you select "Invention - Election Status," the second dropdown menu will allow you to select the options for that field (Elect to Retain Title, Does Not Retain Title, etc...). If the field includes alphanumeric data, such as "Invention Title," the second dropdown menu will include a field for text entry, allowing you type the characters you wish to filter by.

Once you've selected the filter criteria, click the right-caret button to add it to the "Filtered By" column.

5. Select the sort criteria

In the "Sort Criteria" panel, you may select fields you wish to sort by with the "Fields Available" dropdown menu. The fields that appear in this menu will depend on what fields you selected to be included in the report. Add the field by clicking the right-caret button. If you add multiple fields, you may adjust the sort order using the up and down arrow buttons.

6. Generate the report and/or save the report template for future use

To generate the report, click the "Generate" button. A confirmation dialog box will inform you that the report is being generated and a link to the report will be emailed to you.

If you wish to save this report template, enter a name and description for the template in the Save Report Template panel, then click the "Save" button.