Create A Custom Report

Use Statusbrew’s Report Builder to create reports tailored to your business needs. With Report Builder, you can select from a library of 250+ KPIs and metrics, add them as custom widgets, and arrange them in any order to highlight the insights that matter most to your team.

Custom Report builder is available in Premium plan and above. See full feature comparison of Statusbrew plans here.

How To Create A Custom Report?

Admin, Primary Owner, Owner, and users with View Reporting permission for a particular profile/profile group can access reports. Create Custom Reports by following these simple steps:

1. Go to Reports.

2. Click Create a new report from the sidebar.

3. Select Custom report. The Create a custom report window will open.

4. Give an easy-to-remember Report name. You can even change the icon.

5. Add a Report description.

6. Select Data sources. By default, all the Data Sources have been selected. You can deselect the ones whose data you don’t want to be pulled.

7. Include Collaborators by clicking Add collaborator and select the appropriate user/user group. You can give them either Edit or View permission for the report.

8. Click Create.

Your report has been created. You can start adding widgets to it to display the metrics of your choice.

Click Add widget from the center of the blank report canvas or from the top. This will open the Add a New Widget window, from which you can either select a widget from the Widget Library or Create a custom widget. You may add up to 100 widgets for each report. You can resize, drag, and reorder all widgets on the report canvas.

There is no limit to the number of reports you can build in Statusbrew

You can also change the Reporting Period of your dashboard to filter the data within that range. By default, the Last seven days are selected and compared with the preceding seven-day period in your reporting dashboard. You can change it to any other available range (such as the Last 30 days or the last 90 days) or set a custom date range depending on your reporting needs.

All metrics and insights are based on this timeframe, helping you track performance and uncover trends specific to that time period.

You can add multiple sections to the report by clicking Section from the top of the report canvas.

You can add filters at the report level by clicking Add filter to this group besides the data sources picker.

Adding Notes

Notes allow you to add context, explanations, or key takeaways directly within your reports. This makes it easier for your team and stakeholders to interpret the data without needing a separate document or explanation.

Click beside the Add widget button from the top and select Add note. Now you can start typing notes in the editor. Along the bottom of the note editor, you’ll find rich-text formatting tools:

• Headings (H1, H2): Create clear section titles or sub-headings within your notes.

• Bold (B): Highlight key points or metrics.

• Italic (I): Emphasize specific words or context.

• Links: Add hyperlinks to supporting documents or external references.

• Lists (bulleted/numbered): Organize takeaways or action items neatly.

• Strikethrough (Tx): Show edits, revisions, or outdated data that should not be considered.

• Colour: Change the background color of the note.

Just like widgets, you can resize, drag, and reorder notes on the report canvas.

More Options

Clicking (More options) at the top right corner will give you the following options:

• Full screen: Click Full screen to switch to a full-screen mode for a more immersive viewing experience, which is especially useful when presenting reports to stakeholders. This option hides the sidebar, the top bar, and the filters bar. To exit full screen, press the Esc key.

• Schedule: To schedule automated PDF report deliveries via email to keep your team and stakeholders informed. You can customize reporting periods, frequencies, layouts, and recipients.

• Edit report: To edit report details like Report name, description, data sources, and collaborators, and click Update to save the changes.

• Clone report: To create a copy of the report. Clicking on this option will open the Clone report window, where you can edit report details like Report name, description, data sources, and collaborators. Click Clone report to create the report.

• Download PDF: Export the report as a PDF using two layout options: Stack View & Grid View.

• Delete report: To delete the report. This action cannot be undone!

All created reports will be accessible from the reports sidebar.