Custom Report

Purpose of Custom Report

The Custom Report module in the Loyalife Reports section empowers Admins (not Program Admins) to build dynamic reports tailored to business needs. It supports SQL query writing, cron job scheduling, and report sharing/visibility management, and is available only for private cloud and on-premise clients.

This feature enables organizations to go beyond standard templates by creating complex, multi-table SQL reports, scheduling automated delivery, and ensuring controlled access across teams. It gives Admins a self-service tool to streamline reporting, improve governance, and maintain security and compliance.

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Creating a Custom Report

To create a custom report that meets your specific business needs:

1. Access the Feature:

   • Navigate to Reports and Analytics > Data Exports > Create Report tab.

2. Report Set Up:

• Click Report Set Up and provide the following details:

  • Report Name and Description
    • Assign a clear and identifiable name to the report, such as "JAL" Report.
    • This helps users quickly locate and retrieve reports from the system.
  
  

  • Report Query

    The logic for filtering data (like current_date - 1) can be written directly in the SQL query by pasting it in the space.

  
  • Period of Generation
    • Select the period of generation. You can either select
      • Recurring: Defines how frequently the report should be generated. Options include: Daily – For real-time monitoring of new transactions. Weekly – Provides a summary of transactions over a week. Monthly, Quarterly and Annually – Useful for trend analysis and financial reconciliation.

• Date Range: Lets you select a defined time period with a clear start and end date.

• Share Report with

Add or select the email id of the user you wish to share the report with. Once done, click on Save.

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Report Generation Periods

You can customize the frequency of your report generation to meet your analysis needs. Available options include:

• Daily
• Weekly
• Monthly
• Quarterly
• Yearly

These options allow you to generate reports at regular intervals during off-hours to minimize server load.

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Accessing and Managing Custom Reports

Navigate to the Custom Reports Section:

• Go to Reports and Analytics > Data Exports from the main menu.
• Select the Custom tab where all saved views are listed.

View a custom report based upon custom time period:

• In the Custom Report tab, you will see a list of your custom views.
• Locate the view you want to access and click on the three dots at the right and then "View"

Deleting a Custom Report

Select the View to Delete:

• Locate the custom view you wish to remove.
• Click the three dots at the right and click Delete next to the view.

Confirm Deletion:

• A confirmation prompt will appear. Confirm that you want to delete the view.
• The view & associated reports will be permanently deleted from storage and will no longer appear in the list.

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Sharing Reports Data

If you need to share a particular transaction report, follow these steps to share it:

Select the View to Share:

• Find the custom view you want to share.
• Click the three-dot menu on the right side of the view and select Share.

• In the dropdown menu, select the user you want to share the view with.
• Click Share to grant access.

Note: Sharing with a specific user is only available if their access settings allow it.

Downloading a Custom Report

Option 1: Click the Download button next to the custom report you want.

Option 2: Click the three dots (⋮), select View Report, and then choose Download for the version you wish to save.