Topic
How to create a custom report in Everbridge Suite.
Note: The custom report templates and saved custom reports visible to you are role-based dependent. Depending on your role and permissions in Everbridge Suite, you may not see all possible templates or reports. If you need access to additional custom report templates or to run specific saved reports, 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.
The custom report builder supports creating reports for the following data types:
Contacts
Notifications
Incidents
Incident Notifications
Once a custom report is saved, it becomes visible under the Custom Reports list to any user who has access to the Reports tab and the appropriate permissions. To share the results with users who do not have reporting or admin rights, export the report as a PDF or CSV and distribute that file.
To create a custom report in Everbridge follow the steps below:
Log in to the Manager Portal and select the appropriate organization from the upper right-hand corner.
Select the Reports tab from the top menu bar.
Click the + Create Report button.
This brings you to the Report Builder.
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
Changing the report type will change the available relevant data fields. To see the data associated with each report type, select the desired report type and note the available data fields below.
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.
Click Preview Report to validate the data being returned. If your notification was just sent, allow up to 10 minutes for data processing, and verify that the report type and date range include the notification you are expecting to see.
For the Export option, click on PDF or Download CSV to export the report to a PDF or CSV file, which you can then share with users who do not have access to the Reports tab.