Custom Reporting Tools

Are you buried in reports? "Can't see the wood for the trees." Every Salesforce admin has been there: → Endless lists of reports → No idea what's still relevant → Wasted time searching for that one critical report The solution? Create a "Report on Reports". Here's how: Set up a custom report type (Setup > Report Types > New) → Primary Object - Reports → Secondary Object - Dashboard Components Save and run a new report. ↳ Show all reports ↳ Include valuable columns like 'Report Name', 'Folder Name', 'Created Date' and 'Last Run' Now you can: → Filter by "Last Run" to identify reports that haven't been touched in years → Group by Report Type to see which custom types are not being used → Add Dashboard Component field to see if it's used by a dashboard What other report-ception tricks do you know? --- Found this helpful? Like 👍 | Comment ✍ | Repost ♻️

Excel spreadsheets can be transformed into secure apps, letting analysts extend formulas into personalized, user-driven reporting. Dynamic reporting often means building multiple pivot tables or filters. With Copilot, analysts can produce natural language summaries directly. In Excel, you might use =COPILOT("Summarize sales by region", Sales!A2:C200) to generate a text summary. Run another formula like =COPILOT("Highlight top 5 products", Sales!B2:B200) for rankings. Combine outputs into a dashboard sheet. This creates value, but requires analysts to manage every formula variation. In Sheetcast, reporting prompts can be user-driven. Builders define a text input field where visitors enter a reporting question. That field links to the formula: =COPILOT(UserPrompt, Sales!A2:C200). The result displays in a report page, automatically aligned to the dataset. Permissions ensure visitors only see fields relevant to them, even while running their own prompts. Instead of maintaining many static views, the app enables dynamic reports generated by Copilot on demand. Analysts keep control of data security, while users explore insights with natural language. #sheetcastpartner

Canva for Football Scout Reports 🎨⚽ One of the biggest benefits of building my own platform is having a playground to experiment, learn, and push boundaries without constraints. I'm proud of the player profiles I've developed - but I kept hearing the same feedback: "Can I customise this for my own reports?" So I built it. The Scout Report Builder pulls player data directly into a drag-and-drop canvas where you can:  → Add radar charts, scatter plots, stats tables, recent form  → Full customisation on every element - colours, sizes, positioning  → Include your own branding and commentary  → Export high-quality images ready for presentations The idea is simple: data-driven visuals to support your analysis, with your own perspective and insights layered on top. No code. No design skills. Just click, customise, drag and drop. This was an ambitious feature to land with a huge ceiling for where it can go - so I'd genuinely appreciate any feedback from scouts, analysts, or anyone who creates player reports. What would make this useful for your workflow?

𝗜’𝘃𝗲 𝗯𝘂𝗶𝗹𝘁 𝗮 𝗰𝘂𝘀𝘁𝗼𝗺 𝗣𝗼𝘄𝗲𝗿 𝗕𝗜 𝘃𝗶𝘀𝘂𝗮𝗹 𝘁𝗵𝗮𝘁 𝗹𝗲𝘁𝘀 𝘆𝗼𝘂 𝗮𝗱𝗱 𝗰𝗼𝗻𝘁𝗲𝘅𝘁𝘂𝗮𝗹 𝗺𝗲𝘀𝘀𝗮𝗴𝗲 𝗯𝗮𝗿𝘀 𝘁𝗼 𝘆𝗼𝘂𝗿 𝗿𝗲𝗽𝗼𝗿𝘁𝘀. The idea is to give users instant clarity about what the numbers mean, instead of making them guess. You set up a few rules (up to eight), and the visual checks your KPIs against them. When something matters, it shows a message right on the page. Each rule can have its own text, severity level, and an optional detail section. So it helps with things like..... • Calling out when a metric is off or trending the wrong way • Adding quick explanations or caveats without cluttering the report • Showing users what they should pay attention to right now • Stacking multiple messages if more than one rule applies • Letting users dismiss messages so they don’t get in the way It works like a simple “context layer” on top of your visuals. As of course as it's a custom visual, no bookmarks, no hacks lol. I’ve put the visual on GitHub if you want to try it. The compiled .pbiviz is in the dist folder, so you can import it straight into a report. The full code is there as well if you want to look around. 𝗣𝗹𝗲𝗮𝘀𝗲 𝗿𝗲𝗺𝗲𝗺𝗯𝗲𝗿 𝘁𝗵𝗶𝘀 𝗶𝘀 𝘀𝘁𝗶𝗹𝗹 𝘃𝗲𝗿𝘆 𝗺𝘂𝗰𝗵 𝗶𝗻 𝗱𝗲𝘃𝗲𝗹𝗼𝗽𝗺𝗲𝗻𝘁, 𝘀𝗼 𝗱𝗼𝗻'𝘁 𝘂𝘀𝗲 𝗶𝘁 𝗼𝗻 𝗮𝗻𝘆 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝗶𝗼𝗻 𝗿𝗲𝗽𝗼𝗿𝘁𝘀. 𝗜 𝗵𝗼𝗽𝗲 𝘁𝗼 𝗵𝗮𝘃𝗲 𝗶𝘁 𝘂𝗽 𝗼𝗻 𝗔𝗽𝗽𝗦𝗼𝘂𝗿𝗰𝗲 𝗮𝘁 𝘀𝗼𝗺𝗲 𝗽𝗼𝗶𝗻𝘁. If anyone wants to see more or has ideas for improvements, happy to share. Link - https://lnkd.in/ex7Q_sxf #PowerBI #UIUX #DataViz

Hey #workday network! 👋 Want to be a faster report writer? 📊 Select the right data source from the start, in 60 seconds or less. Here’s how… When you run the task Create Custom Report, you’re faced with 3 required inputs: Report Name, Report Type, and Data Source… ✍️ Report Name can be edited at any time. No sweat. (Read about best practice nomenclature 🔗 in the comments.) ✍️ Report Type can’t be changed. Whatever you choose, you’re locked in. To pivot, you need to start over with a new custom report. ✍️ Data Source CAN be changed, but ONLY to another data source that shares its business object. Let me explain… Each data source in Workday is tied to a business object - the instance you’re assessing. For example, if you’re building a report to assess your workers, your business object is Worker. There can be multiple data sources tied to the same business object. For the Worker business object alone, there are 92 data source options! So, how do you choose the best data source for your purpose? Here’s my process... 1️⃣ Get clear about your custom report’s purpose with these 3 questions… ❓ What is your business object? Identifying the correct business object narrows down your potential data sources AND gives you the flexibility to play with your business object’s different data sources without creating a new custom report. ❓ Of all your business object instances, which do you need? Some data sources will return ALL instances of its business object. Others include built-in FILTERS. If you don’t need all instances, look for a data source already filtering for your purpose. For example, use the "All Workers for Pre-Hires" data source to only report on workers with a future hire date. Your custom report will run faster 💨 ❓Who is your audience? Some data sources have built-in PROMPTS. For example, the data source “Workers by Active Organization” has built-in prompts for Organization and Include Subordinate Organizations. End users can enter a specific Org Chain to focus on workers in that area! Armed with this info, you can move on to Step 2. 2️⃣ Run the WD-delivered report “Data Sources”... At first glance, the 2,728 data sources in Workday are daunting 🥵 At second glance, you’ll realize most aren't relevant to you 😁 Filter the second column “Primary Business Object” to the business object you identified in Step 1. In 95% of cases, this action alone gets your data source options below a count of 5 🙌 From there, focus on the “Description” and “Built-In Prompts” columns. This guides you to the best data source for your purpose. 3️⃣ Create your custom report! With this info, RUN (don’t walk 😉 ) to create your custom report. With this data source selection process, you jumped over a major blocker! 🚧🦘 What helps you write your reports faster? Follow #wellbuiltworkday for more 🏗️🌞 P.S. If you enjoy our posts, you’ll love the Well Built Solutions newsletter! Sign up link is on my profile - Ceci Blomberg 😊

How can you create a custom report showing users' device types and their conversion rates? (Custom reports can transform how you understand your audience’s behavior.) Here’s your simple step-by-step guide: Step 1: Access Google Analytics ◾ Log in to your Google Analytics account. ◾ Navigate to the property and view where you’ll create the report. Step 2: Go to Customization ◾ In the left sidebar, click Customization. ◾ Select Custom Reports. Step 3: Create a New Custom Report ◾ Click the + New Custom Report button. Step 4: Set Up the Report ◾ Report Name: Name it something descriptive like "Device Types and Conversion Rates." ◾ Tabs: Start with one tab for simplicity. Metric Groups: ◾ Add metrics like: ◽ Goal Completions. ◽ Conversion Rate (specific goal conversion rates if you have multiple goals). Dimension Drilldowns: ◽ Add Device Category to break down data by desktop, mobile, and tablet. Step 5: Add Filters (Optional) ◾ To refine the report, use filters (e.g., by specific goals, campaigns, or user segments). Step 6: Save Your Report ◾ Click Save to finalize. Step 7: Analyze the Data ◾ Go to the Custom Reports section and open your new report. ◾ Compare conversion rates across device types to spot trends. Step 8: Export and Share (Optional) ◾ Use the export options (PDF, CSV, etc.) to share your findings. Pro Tip: If mobile conversion rates lag behind desktop, it’s a signal to optimize your mobile user experience. Use these insights to shape responsive design strategies and target marketing efforts for each device type. With this simple process, you’ll unlock actionable insights and drive better results for your website. What’s your favorite custom report to build? Share below! P.S. Save this guide for your next reporting session. 

Recently, I was tasked with creating a Power BI report template that the business could use for all their reporting needs. The goal was to provide clear, intuitive data storytelling while enabling stakeholders to compare performance across time and easily see which filters were applied to their analysis. Business Need 📌 Year-over-Year analysis for performance comparison 📌 Easy-to-understand data storytelling 📌 Clear visibility of applied filters 📌 Intuitive and user-friendly UI My Approach Using a sample sales dataset from Kaggle, I built the report with these core principles in mind, focusing on dynamic visuals and an interactive user experience. Key Features ✅ Dynamic Year-over-Year Analysis – Custom labels enhance data storytelling, making trends and comparisons more meaningful. ✅ Interactive Filtering – A pop-up filter panel visually displays active filters, improving usability and navigation. ✅ Custom SVG Sparkline Charts – Embedded within KPI visuals to provide quick trend insights at a glance. ✅ Bookmark Navigation – Enables users to seamlessly switch between different chart views for deeper data exploration. The Result The final report empowers business users with an intuitive, interactive experience, making data-driven decisions easier and more insightful. By combining dynamic analysis, interactive filtering, and effective storytelling, this report serves as a scalable template for all future reporting needs. Have you worked on similar Power BI solutions? I'd love to hear about your experience! 🔍📊

ACC Build Forms capture field data in real time through observations, photos, and references directly from the field. However, users often need open formats in construction to report results in a custom manner. Watch this video showing how to create reporting templates using a completely open format in Word built with simple placeholders. A Python script, along with APIs, extracts field data and photos from ACC Build to generate structured custom reports. These reports are then converted into clean PDFs that are automatically uploaded back to the project. This innovative approach transforms field data into a flexible, scalable reporting system, overcoming any kind of formatting limitation, enabling teams to deliver consistent, client-ready outputs that align perfectly with desired standards. #Autodesk #ACC #APS #ConstructionTech #Python #Automation #DigitalConstruction #BIM #Forma #DeterministicAI

I love when HubSpot reporting gets more nuanced and mature! 📊 𝐖𝐡𝐚𝐭 𝐢𝐬 𝐢𝐭? ↳ HubSpot’s Custom Report Builder (CRB) now includes two new guided formula options: ↳ Conditional Logic: Build IF/ELSE style formulas using a visual interface. ↳ Summary Measure: Create aggregations on measures through a simple guided setup. ↳ These options sit alongside the traditional syntax-based formula editor. 💡 𝐖𝐡𝐲 𝐝𝐨𝐞𝐬 𝐢𝐭 𝐦𝐚𝐭𝐭𝐞𝐫? ↳ Writing formulas with syntax can be challenging for many users. ↳ These new guided options provide a simpler way to create common reporting formulas without needing advanced syntax or AI assistance. ↳ This makes it easier for more users to build custom calculations and aggregations directly in reports. ⚙️ 𝐇𝐨𝐰 𝐝𝐨𝐞𝐬 𝐢𝐭 𝐰𝐨𝐫𝐤? ↳ Open the Custom Report Builder ↳ In the chart configuration panel, click “Add +” in the Formulas section ↳ The default tab is Formula (syntax editor) ↳ Switch to either: • Conditional Logic for guided IF/ELSE formulas • Summary Measure to create aggregations on measures ⚠️ Note: If you start building a formula in one tab and switch to another, you will receive a warning and any progress in the previous tab will be lost. 🚀 𝐖𝐡𝐨 𝐠𝐞𝐭𝐬 𝐢𝐭? ↳ Available for Professional and Enterprise tiers of: Commerce Hub, Content Hub, Marketing Hub, Data Hub, Sales Hub, Service Hub, and Smart CRM. #hubspot  #revops  #hubspottipsandtricks