Need a custom report? Hubb can help! Talk to your client services and account team to discuss the project and scope of the Custom Report you would like.
Before requesting a Custom Report, please review Reports for Admins and make sure there is not already a standard report that displays the desired information.
In order to view reports we recommend using Chrome, FireFox, Edge or Safari with cross site cookie tracking enabled.
Custom Reports - Important Information
Please review the below requirements our developers need in order to scope and build a Custom Report:
- Provide the exact fields you would like to display
- Provide the specific order in which you would like the fields to appear
- Identify any specific filters needed on the report
- When requesting a copy of a report from a previous year, it will help to confirm all the custom fields listed in the older report exist. If they don't exist, please indicate they can be taken out of the report for the new year.
- Share any other relevant information you would like to include, such as the title of the report, etc.
Other helpful information to keep in mind:
- Custom Reports can take up to 5 to 10 business days to create
- It is helpful to provide all the pertinent information up front to avoid changes or edits, which may extend the timeline of the report creation
- Our standard report format is Tableau/Power BI. Once your report is complete, you can view it in this format and it can be downloaded to Excel. If for some reason, you need to bypass the report viewing in Tableau format, please discuss this your account services team.
Still have questions? Email us at email@example.com