Custom Report

In custom reports, users can track the performance metrics for KPI and users using custom widgets.

Custom reports provide two types of Widgets - Charts and List (click on the link to read more about it)

Custom Report Listing

When users navigate to the custom reports, the list of all reports accessible to them will be displayed.

Report listing page elements

Field	Description
Report	Report Name is a friendly name to identify the Report.
Created By	Owner of the Report
View Access	Users, department, user groups who have view access to the form Please note: viewers will only be able to view the report and not update/delete it
Last Updated	Last updated date of the Report
Created	Created date of the report
Actions	For view only reports Edit Details Visible only to the creator of the report Enables user to edit the report name and permissions Delete Report - If the logged-in user has view permission as an individual, then it will remove his/her view permission from the report If the logged-in user is the creator of the report, then it will delete the report from 4E and no one(creator and viewer) will be able to access it Copy Report Enables user to create a copy of the report as creator Excel Export Download the reports displayed on the listing page

Create Custom Report

Click on Custom Reports in the navigation menu. Then on the report listing page, click on the '+' button and add a report name to create a new report.

Here, you can also assign view permission to the user as required.

Once the new Custom report is created, click on Add Widget, to select the required widget for your report.

Users can either select a chart widget or a list widget

Please click to read more about Charts and List widgets

Edit Custom Report

To edit an existing custom report, click on the edit button at the right-top end. Users can perform two types of edits

Resize the existing widgets:

Users can resize and drag the widgets as required.

Once done, click on save to retain the changes

Add Widgets

In edit mode, users can also add new widgets to their report

Delete Widget

In edit mode, users can also delete the existing widgets. Please note that delete widget action cannot be undone