To create a custom report, user always start with one of the existing darwin Cloud reports. We call these the core reports. Do not create a custom report using another custom report as a starting point.

1. Click Reports
2. Click All reports
3. Click any report section on the right side of the screen
4. Double click any report to run

Once you have the report selected, double click to open the report criteria.

Once the report criteria is open

1. Select any filter parameter from the report criteria
2. Always enter a date range
3. Select and deselect from available columns
4. Modify the group by (if available) - the grouping controls how reports are organized when user view them
5. Give the report a custom name in the box labeled: save as report
6. Click the arrow down button next to the field: save as report

To try the newly created custom report, user must give permission to the role

1. Click Security
2. Click Roles
3. Select a role to authorize and view the report
4. Click reports
5. Whichever role is selected, note that the newly created role is in column under not allowed. Check off the report to make it allowed for the role selected
6. Click save

repeat this step for every role, to be able to run this report

The newly custom report will show in the report under Custom section

User can now run the custom report and will see that when it opens, the filter parameter, the available columns and group by are all pre-selected based on what was saved.