Custom reports allow you to create tailored reports that meet your specific needs. You can customize the content and choose where the reports will be displayed.
Creating a custom report
- Access the Reports Configuration
Navigate to Configuration → Advanced → Reports.
Click on the three dots (menu icon) and select Add.
- Select the Report Type
Choose the type of report you want to create. The available areas will depend on the type you select.
Note: If no type is selected, properties will not be available for customization.
- Define Report Details
- Enter a Name for the report, which will be visible in the user interface.
- Provide a Description to explain the report’s purpose.
- Decide the Report Placement
Choose whether the report will appear in the Reports Module or a specific Area in Omnium.
- Select and Configure Properties
- Use the dropdown menu to select properties to include in the report.
- For each property, specify the data type. Currently available data types are:
- String
- Number
- Date
- Formula
- Optionally, add a prefix for the property.
- Publish the Report
After configuring the report, publish your changes. The report will now be available in the chosen location.
Notes
- Properties with List objects: Fields containing list objects will appear blank in the report.
- Date formats and number separators: Currently, there is no way to control the date format or the use of , or . as separators in numeric fields. These formats are predefined by the system.