How to build your own custom report using the reporting module
In the Analytics tab of Map View, you can click the “Create” button, or click the “My Reports” section in the administration area where the Create button will appear again. The window will update to the report wizard, which will take you step by step through the various stages to create your own report.
It is possible to create various kinds of reports, including:
- Intelligence Alerts
- Itineraries
- Itineraries – Flight Passenger Numbers
- Tracking and Check-Ins
- Users
- Locations
- Sent Messages – All Emails
- Sent Messages – All SMS
- Sent Messages – Notifications
- Processed Reservations
- Processed Reservations – Numbers by Source
- Users Positions
- Users on the Ground
Only users with the role permissions of Customer Administrator or Customer Analyst can access the Reporting Module tool in the platform, and create or customise their own reports.
Select one of these types from the provided drop-down menu, then click Next.
The report wizard will now help you create your report in a step-by-step process. The administrator can select the various fields available for the report type.
For example, if creating a report focusing on itineraries, you can select criteria according to traveller information, threat levels of arrival or departure locations and define a date range for when you would like to capture this data.
To add any criteria to the report, select the option and click the green arrow to add, or the red cross to remove from the report. Example below:
Once all desired fields are selected, click “Next.” Now, select the options for how you would like the report to be laid out. Simply select the field names provided in the selection box and add them by clicking the green arrow button. Or remove them from the selected window by clicking the red arrow button. It is also possible to reorder the columns by selecting the field and clicking the blue arrows up or down.
Arrange and sort the report results in the Output Sorting window by selecting a field and choosing whether to arrange it in ascending or descending order. Then, click “Next."
The next step is to create a name for the custom report by entering it into the text field provided.
There are also options to share the report with other administration platform users by selecting the options to:
- Share with other Customer Admins in the company
- Add to the favourites as a default
Lastly, there are options to either Save, Save and Add/Edit Schedule, or Save and Run the report. Clicking “Save" will then provide a summary page of results for the created report. Here, you can edit, delete or create a schedule to run the report regularly when needed.
Clicking “Save and Run” will run the report on the desktop, and the results will be viewable on the screen. There are options here to download the report as a .csv file as well.
“Save and Add/Edit Schedule” will open the page to create a schedule for the report.