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 role needs the Create and 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.
💡 Tips:
If you encounter an error creating a report for the first time, simply open any existing built-in report once to activate your reporting profile, then try creating the report again.
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, you must edit the title within the embedded Omni workbook header.
⚠️ Custom reports are shared with your company but are viewable to users with custom report access. Your report is saved to your company's shared folder.
Omni applies user access to those matching only the EINs/tax entities that specific users are permitted to view.
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.