Custom Reports
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Custom Reports
- 1 Minute to read
- Print
- DarkLight
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To request a custom report to be created by our team and added to your workspace, please contact us at support@sadiebluesoftware.com. The team will require answers to the following questionnaire to gather the information needed and walk you through the remaining report creation process.
Custom Report Costs
Organizations on the enterprise tier are alotted 5 free custom reports at no additional costs. If you are on the Pro tier or if you've reached your alotted cap, we will provide you with a statement of work that includes the custom report fee prior to beginning any work. For information on the current costs, please review our current pricing under the options section.
Custom Report Questionnaire
- What would you like the title of your report to be?
- What type of export (if any) would you like the report to be designed for? Excel/CSV, or PDF? (This helps us determine if we need to create the report within the bounds of printed mediums, such as 8.5”x11” paper). Please note that Excel exports can only export data to a single tab.
- What fields would you like the report to show? Please list them in the order you would like, let us know where the fields are coming from within Agility Blue, and indicate any fields that should be sorted by default.
- What filters would you like available on the right-hand filter pane of the report viewer? For date ranges, we recommend a start and end date. Please let us know if there should be any default filters applied.
- Are there any constraints that you would like us to add prior to pulling the data? For example: “Only pull completed tasks from normal projects”, or “Only include tasks with a specific form”
- Is there any additional information you’d like to share that will help in the purposes of creating the report?