Use Statusbrew's Report Builder to create reports that can be customized according to your business needs. The Report Builder allows you to add widgets that can be customized and reordered to display the metrics that matter.
Custom Report builder is available in Standard plan and above. See full feature comparison of Statusbrew plans here.
Building A New Report
Admin, Primary Owner, Owner, and users with View Reporting permission for a particular profile/profile group can access reports. Create Custom Reports for your organization by following these simple steps:
- Click on the Home button
in the top left of your screen to open Statusbrew Home and click on Reports - Under the Reports section, click on Your Reports
- Now click on Build Report to enter the Report Builder
Note:
There is no limit to the number of reports you can build in Statusbrew.
You can also add your brand's logo and the name of your brand to your reports. Learn more about Custom Branding in Statusbrew.
At the top of the Report Builder interface, you can change the Title to give a clear idea of the objective of your report.
Choose the ‘Activity Date Range’ you want to see data for and the ‘Compare To’ range in case you’d like to compare it to a previous period of your choice from the top.
On the Right Bar, you'll see a list of Widgets you can add from the existing data sources. To add a widget, simply click the metric you'd like to add. You may add up to 100 widgets for each report.
Tip: Click Other in the widget list to add Notes text box widget so you can add your own custom text to the report!
Once a widget is added to the report, you can customize how the data is displayed by clicking the three-dot menu beside the widget. The metrics or chart types that can be changed/enabled/disabled will vary based on the data available in that particular widget.
If you just want to display the chart, you can do so by clicking on the Widget Elements and deselecting the Table element and vice versa.
To remove a widget, choose delete from the three-dot menu beside the widget.
When you are satisfied with how your report appears, click Update in the lower right corner and your custom report will be saved.
You can Export the report after saving it by clicking on the Export Report button on the top right.
Export is available in PDF format.
Viewing & Managing Custom Reports
All custom reports you build will show up under Your Reports in the Reports section.
- Click the three-dot menu beside any custom report to Edit or Delete the report.
- To View or Export any custom report, simply click on the report name.