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Create a custom report

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With Create custom report you can create new reports if the existing reports do not provide all the information you need.

Custom reports can be used to plan a migration or manage an existing environment.

Index

How-To

  1. Select All Reports from the menu. 
  2. Click Create custom report.
  3. Select the Object type, Filters, and Columns for your report.
  4. Click Continue without Saving if the report is a one-time use.
  5. Click Save and Continue if you will need the report again, or if you would like to automate the report with scheduling. 
  6. Select the target of your report.
  7. Click Next.
  8. Set your options.
  9. Click Schedule (available if you saved your report) or Run now.

You can edit your report results once they load.

Object type

The object type is what you can report on. You can get a report of your sites, your site columns, etc.

That report can be filtered and you can add more information on each object by adding columns.

Tip: To report on MySites, use the OneDrive for Business object type. To report on Libraries, use the List object type with a List template filter on Document Library.

Filters

Filters are used to pinpoint specific objects of the object type you are reporting on. For example, you can find your site collections using a Team Site template with a Site template filter.

You can add new filters with the mceclip1.png icon or remove unwanted filters with the mceclip2.png icon.

Note: When you add multiple filters, the condition between each filter is AND. For instance, if you create a report on the List object type and add two different List template filters (as shown in the image below), the report will return no results because a list cannot be a document library and a calendar.
mceclip0.png

Columns

With columns you can add more information about your objects in your report.

You can add any of the fields from the All columns section to the Selected columns section to get these fields in your report.

You can add new columns by selecting them in the All columns section and clicking the mceclip0.png icon or remove unwanted columns by selecting them in the Selected columns section and clicking the mceclip1.png icon.

Tip: You can get more specific results by adding columns to your report and exporting the results to Excel. With Excel's own filtering capability and formulas you have more flexibility to find the information you are looking for.

Note: Default columns are grayed out and cannot be removed.

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