When the built-in reports don't show exactly what you need, you can build your own custom report in Omni. You choose the data, see the results as you go, and publish the report when it's ready.
New to Omni reports? Start with the Understand how custom reports work in Omni article to learn the key terms.
📌 Access needed: To create custom reports, your company needs the Data Analytics module, and your role needs the Edit Custom Reports permission. If you don't see Reports under Analytics, contact your Super Admin.
Create and name your report
Go to Analytics › Reports.
Select the Custom reports tab.
Select + Create new, then select Create from scratch.
In the Name your report window, enter a name in the Report name field.
Select Continue.
Your new report opens in the Omni report editor. You may see a loading icon for a moment while the editor loads.
💡 Tip: If the editor doesn't open, check the Custom reports list. Your new report appears there, and you can select it to open it. If you see a Failed to create report message, follow the steps in the message.
Add data to your report
You build your report by selecting fields from the field picker on the left side of the editor. Your results update as you add fields.
Choose a topic before selecting fields, and its exact label
In the field picker, select the dimensions you want to see. Each dimension is added as a column.
To add a count or total, select a measure.
To choose how your results are shown, open the chart-type picker in the visualization area and select a type, like Table.
Publish your report
When your report is ready, select Publish in the editor header.
To go back to your list of reports, select the back arrow next to the report title.
Your report now appears on the Custom reports tab. To rename it later, open the report and edit the title at the top of the page.
⚠️ Custom reports are shared with your company. Your report is saved to your company's shared folder. Anyone in your company with access to Reports can see it.
Frequently Asked Questions (FAQs)
I made changes, but they don't show in my report. Why?
Your changes stay in a draft until you select Publish. Open the report and publish it.
Can I start from an existing report instead?
Yes, you can copy a built-in report and edit your own version. Learn how in the Copy a built-in report to create your own custom report article.