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KB-124749: Creating a custom report from scratch

Creating a custom report from scratch

To create a new custom report from scratch, proceed as follows:

  1. Select Custom Reports, then select the Add report button.
  2. The Select dataset dialog will then open.
  3. Choose a dataset in the dropdown menu.

Note

The dataset you choose cannot be changed later.

  1. A page is opened where you can build visuals with your data using Microsoft Power BI. There is the option to add additional filters, visualizations, fields and other customizations as required.
  2. Once you are satisfied with the customized report, go to File (top left-hand) and select Save asto save a copy of the report.
  3. The Save report as dialog will then open.
  4. Enter the Report name.
  5. Select Save.
  6. Your custom report has now been created.

Links to Microsoft Power BI documentation



Last update: August 21, 2023

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