You can copy and customize a report using our new data and analytics platform — applying your own filters (such as changing the date range or returning results for a single subaccount), rearranging and removing columns, and changing how it is sorted — and then save your configuration so that you can quickly use it again when running the report in the future. To do so, follow these steps:

Note: You make your changes to a copy of the report so that you can have the original report options intact just in case you need to run it in its default form at a later date.

  1. In the Account Switcher, select the account to which you want to save your report copy. (See Switching Accounts for details on how to change your chosen account.)
     
  2. In the sidebar menu on the left of the screen, click .
     
  3. Click Analytics & Reports on the flyout menu that appears.
     
    The new Reports screen will appear and display all the available reports on the right alphabetically.
    Note: For the most part, all the legacy reports are also available in the new platform.
     
  4. If you know the specific title of the report you want to customize, type part of its name in the Search bar, such as "billing."
    Note: You can also scroll down to find a report.
    Only reports that match your search criteria will remain in the list on the right.
      
  5. Click the tile of the report you want to run, such as Device Billing Report.
     
    The report will run with the default parameters (with the Include All option selected for all the filters and, usually, a date range that varies from report to report).
      
  6. Click  at the far right in the report's title bar.
    Caution: Make sure that you click this overflow menu icon, not the one below it.
     
    A menu will appear.
      
  7. Click Save a Copy.
     
    The report will reload as a copy.
    Note: Copies of reports will appear in the left panel at the bottom of the list.
  8. Place your cursor over the report title, above the report results.
     
    The  cursor will be displayed over the name.
      
  9. Click so that a text cursor (|) appears.
     
  10. Change the name of the report to easily identify how it's customized, such as "Device Billing - Sorted by Last ID Report Time."
     
    Then click outside of the title.
     
    The new name will appear both in the title bar and at the bottom of the left pane.
      
  11. To change the time period of results, follow these steps:
      
    1. Mouse over the top right of the Date Range pane.
       
       will appear.
      Note: In the example of the Device Billing report, there is no Date Range pane, but the Last ID Report pane works the same.
    2. Click .
       
      The Date Range filter will be displayed.
        
    3. To display all the data from the past year, select Include All (No Filter Applied). Then skip down to step f.
       
      The second option isn't optimal for a report you want to run repeatedly, as it sets a certain time frame. The option in step d is better, as it will return data from dates that compare to the current day (such as the last month).
       
    4. To choose a certain number of days, weeks, months, years, or quarters, leave Last selected for its drop-down list, click the 7 up-down arrow and select the count you need, and then click the Days drop-down arrow and select the new time value. Then skip down to step f.
      Note: You can select This and then a time value (such as month) to receive results from just the beginning of that time frame up until now. If Including Current is checked, the current day, week, month, year, or quarter will be included in the results. (Deselect this if you don't want today's [for example] activity to be reported as well.)
      Do not use the From calendar picker; this is to set specific dates, and as such, would not be useful for a report you want to run more than once.
       
    5. You can choose time conditions to include or exclude from the results by first clicking the Is Not drop-down arrow and selecting from the options. (See Running a Report Using the New Platform for more details.)
       
    6. Click Apply.
       
      The update icon () will appear to the left of the Filters panel.
       
    7. Click  to reload the results with your changes applied.
       
  12. To change the subaccounts whose results are being displayed, follow these steps:
      
    1. Mouse over the top right of the Account Name pane.
       
       will appear.
       
    2. Click .
       
      The Account Name filter will be displayed.
        
      Include All (meaning all the subaccounts of the account you have selected in the Account Switcher, plus the parent account itself) will be selected by default.
      Note: If you want to view data of an account above this one, you'll need to change the account you have chosen in the Account Switcher, as shown in Switching Accounts. If you want to view an account that is above your assigned account in your hierarchy, you'll need to obtain different permissions from your organization's administrator.
    3. To choose specific accounts by name, select the radio button to the left of Find in the List.
       
      Then select the check boxes of the accounts whose data you want to display.
      Note: You can scroll down to find the child accounts you need or instead type part of the account name in the search box. After you have typed a few characters, only accounts with the matching criteria will remain in the list.
    4. Optionally, you can use specific conditions to include or exclude accounts from the results by selecting the bottom radio button, clicking the Is Not drop-down arrow, choosing the condition, and selecting the accounts (or typing the criteria).
       
    5. Click Apply.
       
      The update icon () will appear to the left of the Filters panel.
       
    6. Click  to reload the results with your changes applied.
       
  13. You can change other filters to further narrow your results, following a procedure similar to step 12.
    Note: If the report has an ESN, another serial number, or a VIN filter, its default setting will be all serial numbers or VINs selected ("members": []). In the Custom section, you can specify the ESNs or VINs to use instead by copying and pasting their values in the brackets after "members":.
      
    Numeric values, such as ESNs, must be separated by commas, not just spaces (such as "members": [1234567890, 0123456789]).

    Alphanumeric values, such as VINs, need to be enclosed in quotation marks and also must be separated by commas (such as     "members": ["1A1BC5DE2FG123456", "8ABCA8EF1G1234567"]).

    You can click Test to verify that the serial numbers or VINs will be located.
  14. Click  at the top right of the results grid.
     
    The editing options for the report will be displayed.
     
    Note: The original name of the report will be displayed in the title bar, but as long as you didn't reselect it, you will be making changes to the copy.
    The customization options will vary, depending on the type of report you are configuring. In this example of the Device Billing report, you can see that the names of the column headers are listed on the left in the same order as they are in the grid.
     
  15. If you don't want a column to be displayed, click its toggle to deselect it. ( means selected, and  deselected.)
     
    If there are grayed out columns, this means that they aren't currently being included in the report. You can add one by clicking its toggle to select it.
     
  16. If you want to move a column left or right in the report results, follow these steps:
     
    1. Place your cursor over its name.
       
      Your cursor will change to .
        
    2. Click and drag the column to the location where you want it.
       
    3. Release your cursor when it is in the right spot.
       
  17. If you want to change the column that the results are sorted by, click and drag that column to the first position (at the top in the left options).
     
    For example, if you want your copy of the Device Billing report to be sorted by the last date and time the device reported, place the Last ID Report Time column first. You also may need to use the sort icon to ensure that you are sorting by that column (as explained in the following note).
    Note: You can apply a sort by placing your cursor at the top right of a column and clicking the arrow that appears. Depending on the type of report, you may need to select an ascending or descending order from a menu. See Running a Report Using the New Platform for details.
  18. If the Update icon () appears after making a column change, you can click it to immediately apply your customization to the results.
     
  19. Even though the filters on the right can be disabled, you should hold off on doing so for now. There is a known bug that will continue to display disabled filters, even letting you change their values — but will not update the results (as that filter was disabled).
     
  20. When you are finished with your modifications, click Apply above the results.
     
    The new report name will now appear in the title bar, and the results will reflect your changes.