Custom reports let you start from Adaptive's built-in reports, adjust columns and groupings, save your layout, and schedule exports to your team.
1. Access Custom Reports
To open custom reports:
Click Reports in the left navigation.
Review the All Reports, Starred, and Built-in Reports tabs.
Note: If you do not see Reports in the left navigation, ask your company admin to grant you access.
For an overview of available built-in reports, see Reports.
If you open Reports but see No reports configured, your account may not have custom reports set up yet. Click Chat with us to request help getting started.
2. Customize a Report Layout
Start from any built-in report. Your data populates as soon as you open the report.
On the right side, open the Table panel to customize the report across these categories:
Values: Choose columns for the group view (for example, Revised Budget, Actual Costs to Date, Budget Remaining).
Group by: Choose categories to group line items (for example, Job, Cost Code, Vendor). Click a group to expand its line items.
Breakdown: Add secondary dimensions to break down grouped data within each group.
Columns: Click the eye icon to show or hide columns in the default line item view.
Note: Click Table to switch the visualization type:
Table
Line Graph
Bar Graph
Pie Chart
KPI
3. Filter and Sort
Above the column headings, use:
Filter to narrow the records shown in the report
Sort to reorder the data
4. Save a Custom Report
When you finish customizing a report:
Click Save As.
In the Save As New Report window, enter a Report Name.
Click Save New Report.
Click the star icon to add the report to your Starred tab.
Saved custom reports appear alongside built-in reports on the Reports page.
5. Schedule Report Exports
You can schedule built-in or custom reports to email selected team members on a recurring schedule.
Click Export at the top of the report.
Choose Export or Schedule Export.
In the Schedule a New Export window, configure:
Select Recipients
Export Type (PDF, CSV, XLSX, or PNG)
Scheduling:
Frequency (Daily, Weekly, or Monthly)
Day of the Week/Month
Time of Day
Time Zone
Click Schedule Email.
If you have any questions or want to share feedback, feel free to reach out at [email protected].