Adding Custom Reports
- Luc Richard
System Administrators can create custom reports using the new Custom Report builder introduced in HCE 4.1.
Step-by-step Guide
To add a custom report:
Go to Site Administration > Reports > Report Builder > Custom reports
Click on the "New Report" button
Specify a name and a "source"
Click on the Save button
Once the report is created, you can add/remove columns, and specifying conditions, filters, sorting, and additional display options.
A video demonstrating these steps above are included in our HCE-101 and HCE-201 courses in our Learning Centre.
Important Notes
This feature was introduced in HCE 4.1 and replaces the old "Custom Reports" tool that supported SQL since writing SQL was too complicated for most users. Organizations that prefer writing SQL should consider our Business Intelligence (BI) Systems option.
On larger systems, generating large reports may cause performance issues. If this is the case, we once again recommend our Business Intelligence (BI) Systems, which gives you access to a read-only database (separate from your production learning environment server) to ensure that the performance of the system is not impacted the reports. If a large report that runs against your production database impact the performance of your system, your only option is to subscribe to our Business Intelligence (BI) Systems service or to delete the custom report in question.