Topic

How to create a custom report in Everbridge Suite.

Note: The custom report templates visible to you are role-based dependent. Depending on your role in Everbridge Suite, you may not see all possible templates. If you need access to additional custom report templates not visible to you, please contact your Everbridge Administrator.
 

Description

Everbridge has a Report Builder feature under Reports that allows custom reports to be created for reporting on data for which there is no standard report. Once you know how to create a custom report, you have the capability of reporting on any data for which there are fields and filters available in the report builder. Please note that there are many knowledge articles on how to create custom reports for specific data requests but they do not cover every permutation available. If running a custom report that contains notification data, it may take approximately 10 minutes from when the notification was sent for the report to return data. 
 

To create a custom report in Everbridge follow the steps below:

1. Log in to the Manager Portal and select the appropriate organization from the upper right-hand corner.
2. Select the Reports tab from the top menu bar.
3. Click the + Create Report button.

4. This brings you to the Report Builder.
5. Next, determine what the Report type will be. The Report type can be any of the following:
   • Notifications
   • Contacts
   • Incident Notifications
   • Incidents
   • Incident Scenario Notifications
   • Incidents Scenario

6. From the {Report type} > Details sub-menu on the left, drag and drop the fields you want included in the DATA and/or FILTERS sections.  The DATA section will be all of the information that will appear in the report and is a required field.  The FILTER section includes the parameters you set that will limit the data shown in the report and is an optional field.
7. Click Preview Report.
8. For the Export option, click on PDF or Download CSV to export the report to a PDF or CSV file.