Creating a custom report
Managing your reports
The custom reports tool allows you to create comprehensive reports that consolidate information on a topic of interest. The report can be displayed online or downloaded. To create a custom report, click Custom Reports on the Home page. At the Custom Reports page, click Create New and follow these steps:
Type your keywords in the Enter Keywords text box at the top of the page and click Scan. A list of topics related to your keywords is displayed under Topic.
Restrict your report to specific topics by selecting the appropriate check boxes. You must select at least one topic in order to run a search.
After your topic restrictions are processed, restrict your collection to specific jurisdictions, if desired, by selecting the appropriate check boxes under Jurisdiction.
After your jurisdiction restrictions are processed, restrict your collection to specific agencies, where available, by selecting the appropriate check boxes under Agency.
If desired, add additional search terms or a date restrictions under Additional Filters.
To add additional search terms, type a Terms and Connectors search in the Key Terms text box.
To add a date restriction to your search, choose a date restriction (e.g., Last 30 Days) from the Date drop-down list.
If desired, restrict your report to specific document types by selecting the appropriate check boxes under Document Types.
If desired, add custom elements to your report, such as a title, summary, or hyperlinks, under Report Elements.
Type a title for your report in the Title Text text box.
Type a summary of your report in the Summary Text text box.
Add links, such as the name and web address for a state agency, in the Report Links text boxes.
Add a logo to your report by typing a file name in the Report Logo text box or by clicking Browse and selecting a file from the Choose file dialog box.
If desired, select the Alert on Report check box under Report Elements to have the report sent automatically to an e-mail address at a frequency that you choose. Then, under Alerting Options,
choose a frequency to receive the report from the Select Frequency drop-down list.
type the e-mail address to which you an the report sent in the E-mail Address text box.
Click Create.
Your report will be saved automatically for one year. You can access your report using the Report Manager. To access the Report Manager, click Custom Reports on the Home page.
You can use the Report Manager to
view reports for up to one year
edit a report
delete a report
Viewing a report
To view a report, click its name in the Report Manager.
Editing a report
To edit a custom report, click Custom Reports on the Home page. Then click the Edit icon next to the collection you want to edit. After you made your changes, click Save Report.
Deleting a report
To delete a custom collection, click Custom Reports on the Home page. Then click the Delete icon next to the collection you want to delete. Then click OK in the dialog box.