What is Custom Reports?
Standard reports serve common needs, but specialist requirements demand flexible reporting tools. The custom report builder enables creation of bespoke reports combining data from any module, with drag-and-drop simplicity requiring no technical skills.
Report designer enables selection of data fields, application of filters, grouping, sorting, and chart creation. Multiple visualisation types including tables, bar charts, pie charts, line graphs, and heatmaps present data effectively.
Saved reports become templates for future use, whilst scheduled distribution automates report generation and email delivery. Export formats including PDF, Excel, and CSV enable integration with other systems and further analysis.
Regulatory Compliance
- • Management of Health and Safety at Work Regulations 1999 Regulation 5
- • ISO 45001:2018 Clause 9.1 - Monitoring and measurement
- • Various reporting requirements for specific regulations
Key Benefits
Create bespoke reports without technical skills or IT support
Combine data from multiple modules in single reports
Visual charts communicate complex data effectively
Saved templates enable report reuse
Scheduled distribution automates regular reporting
Multiple export formats support diverse use cases
Features & Capabilities
Drag-and-drop report builder with field selection
Filter, group, and sort capabilities
Chart creation (bar, pie, line, heatmap)
Multi-module data combination
Report templates for reuse
Scheduled distribution with email delivery
Export formats (PDF, Excel, CSV)
Embedded reports in dashboards
How It Works
Select data sources from available modules
Choose fields to include and apply filters
Add grouping, sorting, and chart visualisations
Save as template for future use
Schedule automated generation and distribution
Frequently asked questions
- What is Custom Reports?
- Build bespoke reports from any data with drag-and-drop report builder, charts, and scheduled distribution.
- How does Custom Reports work?
- Select data sources from available modules. Choose fields to include and apply filters. Add grouping, sorting, and chart visualisations. Save as template for future use. Schedule automated generation and distribution.
- What are the main benefits of Custom Reports?
- Create bespoke reports without technical skills or IT support. Combine data from multiple modules in single reports. Visual charts communicate complex data effectively. Saved templates enable report reuse.
- Which regulations does Custom Reports help you comply with?
- Management of Health and Safety at Work Regulations 1999 Regulation 5. ISO 45001:2018 Clause 9.1 - Monitoring and measurement. Various reporting requirements for specific regulations.
Related Modules in Reports & Analytics
Industry sectors that use this module
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