Custom Reports

Custom Reports allow you to create tailored Reports providing specific and targeted information. Creating a Custom Report is simple and can be done in just a few steps. 

Custom Reports are dynamic, living Reports that update automatically to include results that match the selected criteria. If you add a new item that fits the chosen parameters after creating a Custom Report, it will be automatically added to the Report.

Custom Reports can be made for the Contacts, Matters, Events, ClarraDocs, Timekeeping, Communications, and Users sections. These Reports can process data from one selected section, but cannot draw data from multiple sections in the same Report.

Within Custom Reports, you can filter for specific results, choose a custom sort order, and determine which User Roles will have access to the Report. You can select multiple filters for a Report, which will stack together, meaning the results will need to match all selected filters to be included.

Create a New Custom Report

• Select the Reports Section on the left side of the screen
• Click on the Custom Reports tab
• Click “+ New Custom Report” on the right side of of the screen
• Select the Section you want the Custom Report to draw information from
  • Changing the selected Section will reset the form, so start by choosing the Section
• Write the Report Name
• Select which Users will have access to the Report in “User Role”
  • If you leave this field blank, only you will have access to the Report
• Drag and drop Columns from “Available Columns” to “Selected Columns”
  • “Selected Columns” will appear on the Custom Report
  • “Available Columns” are the Columns you can choose from the chosen section
  • You cannot include Columns from multiple sections. If you need to create a Report that draws from multiple sections, contact Clarra Support.
• Click “+ Add Sorting Column”
• Select which Column to sort by in “Column Name”
• Select the Sort order
  • Ascending or Descending
• Click “+Add Filter” to add desired Filters
• Select the Column the Filter will apply to
• Select the Operator
  • The Operator determines how the column is filtered
  • Read our article to learn more about the available Operators
• Select the Value for the Operator
  • The Value defines the result you are looking for
• Click “Create”

Custom Reports can be as detailed as you’d like, and the video below shows a fairly comprehensive example. Say you want to see Events that are Not Done or In Progress and Assigned to You for the next 7 days. Here, we’ll take advantage of the dynamic design of Clarra’s Reports feature by using a rolling date range, so every time you open the report, it’s up-to-date for the coming week.