The Custom Report Builder gives you access to all of your training data in Opus. Build a table from the fields you choose, filter it, then download it, save it, or email it every week.
✅ Before you start: Admins and Managers with access to Reporting can use the builder.
Managers see data only for their own Locations.
With the Custom Report Builder, you can:
Export your data: download a CSV across team members, assignments, Check-ins, and more.
Save reports: keep a report in the Custom tables section of Reporting, where everyone in your business with access to Reporting can open it.
Schedule emails: send a saved report to your inbox or your team every week.
For a quick visual tutorial, watch the video below:
Getting Started with the Custom Report Builder, Step by Step
Click Reporting in the left nav. In the Reporting sidebar, open the Custom tables section and click Create new table. The builder opens in a new browser tab.
Step 1: Select a Topic
On the Outline tab, open the Topic menu and choose a subject area, such as Assignments. A report uses one topic at a time.
Step 2: Choose Your Fields
Under Fields, you see every field for your topic. These fields become the columns of your report.
Click a field to hide it from the report. Click it again to show it. The eye icon shows which fields are visible.
Drag a field by its handle to change the column order.
Step 3: Apply Filters
On the Filters tab, click Add filter, pick a field, set its value, then click Apply. Add as many filters as you need, such as date ranges, Locations, or Roles.
🎯 Example: To see completed assignments, choose the Assignments topic, add a Status filter, select the completed status, and click Apply.
Step 4: Download or Save Your Report
Click Download to export a CSV file to your computer.
Click Save Report, enter a Report Title, and save. The report appears under Custom tables in Reporting and under Saved Reports in the builder.
To change a saved report, open it, adjust the topic, fields, or filters, and click Update Report.
Step 5: Schedule a Report Email
In the builder, hover over the report under Saved Reports and click the three dots.
Click Schedule report email.
Choose a day of the week and a time, then add the team members who should get it.
Click Save.
Admins can also send the report to email addresses outside your business.
FAQ
Can I schedule a report to run automatically?
Yes. Save your report, then use Schedule report email to send it every week on the day and time you choose.
Can I edit a saved report later?
Yes. Open any saved report from Custom tables in Reporting, adjust the topic, fields, or filters, and click Update Report.
What data can Managers see?
Managers see report data only for their own Locations, and the Roles topic isn't available to them. Only Admins can email a scheduled report to addresses outside your business.
How many fields and rows can a report have?
You can show any of your topic's fields. A report returns up to 50,000 rows.
How current is the data?
Report data updates every hour.
For more questions about custom reporting, message our team through chat or email support@opus.so.