Report Builder - Creating and Editing Custom Reports

Don't see ReportBuilder in Martus? ReportBuilder is available as an upgrade to your Martus subscription. For information about pricing and implementation, create a ticket through the Knowledge Base if you are a direct Martus customer, or contact your Martus reseller if you are supported by a Martus partner.

ReportBuilder is Martus' custom report builder. Admins, and non-admins with rights to ReportBuilder, can create, copy, and share reports. Admins can also un-share reports owned by other users. 

Non-admins can only view data permitted per their dimension restrictions. Formulas may not work as expected and rows may be hidden if the user cannot access the data.

Navigating the ReportBuilder Page

In Dashboard > ReportBuilder, you'll see a listing of reports, sorted alphabetically in 3 sections: User, Shared and Templates.

• User reports have been created by the logged in user.
• Shared reports have been shared with all users who can access ReportBuilder. Non-admin users will view shared reports with their Martus dimension restrictions.
• Templates are pre-loaded by Martus, and can be copied, but not edited.
• Click Add New to create a new report based on a default template.

Navigating the Report Page

When you click a report, the report will load in View Mode.

There are several actions available.

• Cancel - Return to the Dashboard > ReportBuilder.
• Settings - View and edit the settings for this report. Click to find detailed information on Settings.
• Full Refresh - Refresh the report and data.
• Save As - Make a copy of this report.
• Edit Mode - Click to edit the report.
• Export - Export the report to Excel or PDF. Currently, only tabular sections will export. Charts and KPI's will not export.
• Owner - The report owner's name is also displayed.

Creating and Sharing Reports

You can create a new report, copy a template, or copy another report.

To create a new report:

1. In Dashboard > ReportBuilder, click Add New.
2. Enter the report name and click OK.
3. A new report is created with a default section to get you started.

To copy a template:

1. In Dashboard > ReportBuilder, click on a template.
2. Click Save As.
3. Enter the new report name and click OK.
4. A new report is created, with the same settings, sections, columns and rows.

To copy a report, whether owned or shared:

1. In Dashboard > ReportBuilder, click on a report.
2. Click Save As.
3. Enter the new report name and click OK.
4. A new report is created, with the same settings, sections, columns and rows.

To share or unshare a report:

1. In Dashboard > ReportBuilder, click on a report.
2. Click Edit.
3. Select or unselect the Shared checkbox.
4. Click Save.
   Note: Admin users have the ability to edit and unshare shared reports.

Navigating Edit Mode

In Edit Mode, you can change the report, save it, share it, and delete it.

Each report has its own settings. Some of the settings apply to the entire report, and others are defaults that can be overridden at the section, column or row level. If you copy a report or template, the Settings are also copied to the new report. Click to find detailed information on Settings.

Each report is made up of sections.  A tabular section contains columns and rows; a charts section contains charts and graphs; and a KPI section contains KPI cards. Click to find detailed information on Sections, Columns, Rows, and Charts and KPIs.

Each section, row, column, chart and KPI card can be edited using the pencil icons.