Custom Report Builder
Build your own report from the data you already hold — choose a dataset, pick columns, filter, save it as a draft, publish it for the team, pin it to the dashboard, and have it certified so people know it can be trusted.
Alongside the ready-made reports, AWRA lets you define your own. Start from Reports and create a report: pick the dataset you are reporting on, choose the fields you want as columns, set the filters, and save. What you get is a reusable report definition, not a one-off export.
Draft, Published, Archived
| State | Who sees it | Use it for |
|---|---|---|
| Draft | You, while you work on it. | Getting the columns and filters right before anyone relies on it. |
| Published | Your team, subject to their permissions. | A report the organization uses. |
| Archived | Nobody, until restored. | Retiring a report without losing its definition. |
A published report can be pulled back to draft, and an existing report can be duplicated — the fastest way to build a variant is to copy the one that nearly works.
Certification: Marking A Report Trustworthy
Anyone can build a report; that is the point, and it is also the risk — two reports of the same thing disagreeing in a meeting. Certification fixes that. You request certification, naming the owner who should stand behind the numbers — finance, ops or data — with notes on what it measures. That owner then certifies or rejects it.
Certification is a statement about a definition, not about a run. If you change what a certified report measures, the honest thing is to have it certified again.
Pin It To The Dashboard
A report can be pinned to your dashboard as a widget, so the number you check every morning is on the first screen you see. Pins are personal — yours do not change anyone else's dashboard — and pinning and unpinning are recorded.
Exports And Runs
Reports generate on demand and export like any other report — see Report Export. Past exports are listed, and a failed runs diagnostic shows reports that could not generate, which is usually a filter referring to a field that has since changed.
Keeping The List Honest
Report lists rot. Cleanup tools flag stale reports nobody runs and fields no longer valid in a definition. Reviewing these once a quarter is what keeps the reports list something people trust rather than scroll past.
If A Report Is Empty
Nine times in ten it is the filter — a date range with no data in it, or a status value that no longer exists. Widen the range first. Note also that what you see is scoped to your permissions: two people running the same report can legitimately see different totals. See Missing Reports and, for reports spanning currencies, Currency & Billing.
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