Create a custom report

Custom reports can be created from scratch or from an existing report. Custom reports are shared between users on the site. To create a custom report:

  • Open the Site Library Report (1)
  • Select all content or a library with tags
  • Select a report (3) or click + (4) for a new report and enter a name
  • If a report is selected (3), click the copy icon (4) and enter a new custom name
  • Drag the data field (6) into the pivot table (7)
  • Field drop downs (6,7) can be used to filter results (8)
  • Click Save Configuration (4) to save the report


Report data can include compliance processing (2), to show if someone has or has not read content.