Create and manage custom reports

Watch a video to learn how to create custom reports using the classic Edge UI.

Watch a video to learn how to create custom reports using the New Edge experience UI.

Viewing all custom reports

You can view a list of all custom reports by selecting Analytics > Reports from the main menu.

The custom reports page displays all custom reports that have been created for your organization, as shown in the following figure:

Custom reports dashboard

As highlighted in the figure, the custom reports page enables you to:

  • View a list of all custom reports.
  • Add a custom report.
  • Run a custom report by clicking its name in the list. The report is run using the data collected over the last hour by default and the data is displayed in the custom report dashboard. See Exploring the custom reports dashboard.
  • Search the list of custom reports by entering all or part of a relevant string in the search box; all displayed fields are searched for the string.
  • Manage custom roles to manage access to a custom report.
  • Delete a custom report.

Adding a custom report

By adding custom reports, you can create a set of charts that provide insight into every aspect of your API program.

To add a custom report:

  1. Select Analytics > Reports.
  2. Click + Custom Report.
  3. In the Basic section, enter the following information:
    Field Description
    Report Name Name of the report.
    Report Description Description of the report.
    Chart Type Select the style of chart to use to present your custom analytics data.
    • Column: X-axis represents groups designated by dimensions.
    • Line: X-axis represents time.
  4. In the Metrics section:
    1. Select the metric that you want to analyze.
    2. Select an Aggregate Function to display the Sum, Average, Min, or Max values.
    3. Click + Metric to add additional metrics.
  5. In the Dimensions section, click + Dimension and select a dimension, such as "Proxy", to constrain the data set used to generate the reports. You can add additional dimensions to further constrain the data.
    Dimension
  6. In the Filters section, further narrow the data displayed by adding filters to your report definition.For example, you could add a filter that excludes data for the weather API proxy or developer jane@example.com.
    1. Click + Filter Condition and select the entity you want to filter on, and construct an expression with the Operator and Value to include or exclude data in the report.
    2. Click checkmark icon to save the filter.
    3. Click + Filter Condition to add additional filters, and select an AND or OR connector.
  7. Click Save.

The report is run using the data collected over the last hour by default and the data is displayed in the custom report dashboard. See Exploring the custom reports dashboard.

Setting metrics, dimensions, and filters

When building a custom report, you'll select the metrics (type of data) you want to see, group the data in meaningful ways (dimensions), and optionally limit the data returned according to specific characteristics (filters). For descriptions of metrics, dimensions, and filters, see the Analytics metrics, dimensions, and filters reference.

Exploring the custom report dashboard

The custom report dashboard, shown in the following figure, displays the results of your custom report for a specific time range. When you initially create a report, the report is run using the data collected over the last hour.

Custom reports dashboard

As highlighted in the previous figure, the custom report dashboard enables you to:

  • View custom report data for selected time range.
  • Select the organization and environment for which you want to view custom report data.
  • Select a specific dimension to filter the custom report data.
  • Select the Chart or Table view.
    Note: If your custom report includes many rows in the Summary table at the bottom of the Chart view, click Table to view the tabular information only. Use the Show up to drop-down to control the number of rows you want to display in the table. You can display up to 200 rows at a time.
  • Refresh the display.
  • Analyze a specific metric by clicking Analyze in the row of the associated metric. View anomalies, and compare it to a previous period or to other metrics.
  • Run the custom report by clicking and setting the time range.
  • Download the custom report.
  • Edit the custom report.

Running a custom report

To run a custom report for a specific time range:

  1. From the custom report dashboard, click the time range.
    Time Range
  2. Select a predefined or custom time range from the Range drop-down.
  3. For custom ranges only:
    • Select a start date, duration, and time unit (if applicable) in the drop-down, or use the calendar to select start and end dates.
    • Click Single Date to restrict the date selection in the calendar to a single date.
  4. Click Apply.

The results will be displayed in the custom report dashboard after the report completes.

Downloading a custom report

To download a custom report as a CSV (comma-separated value) format, in the custom report dashboard:

  • Click Combined CSV to download the full report. The file is named as follows: customreportname.csv, where customreportname is the custom report name converted to all lower-case, with spaces replaced by underscores. For example: proxyerrorstargeterrors.csv.
  • Click CSV associated with a specific dimension. The file is named as follows: dimension.csv, where dimension is the dimension name with spaces replaced by underscores. For example: sum_of_proxy_errors.csv.

Managing custom roles for a custom report

From the custom reports page you can view and edit custom roles that are defined for a custom report by clicking Roles in the Actions column for the custom report.

Click Edit to edit the custom role settings.

For information about assigning custom roles to a user, see Assigning roles.

Editing a custom report

To edit a custom report:

  1. View all custom reports.
  2. Click the name of the report that you want to edit.
    The custom report is run against data collected for the last hour and the results are displayed.
  3. Click Edit on the custom reports dashboard.
  4. Edit the custom report details.
  5. Click Save.
You are returned to the custom report results.

Deleting a custom report

To delete a custom report:

  1. View all custom reports.
  2. Click Delete in the Actions column for the custom report you want to delete.
  3. Click Delete to confirm the delete operation.