Overview
You can use Rollup Reporting to create custom reports using data across all your tenants and networks.
Access Rollup Reporting
In Enterprise Hub, click Rollup Reporting.
All Reports opens.
Note: By default, reports in the All Reports section are displayed on cards in a grid.
Tip: To view reports in a list, click List view at the top of the All Reports section.
Each card includes the report name, details, and the template the report is based on. Depending on your reporting permissions and the report’s sharing settings, you can perform the following actions:
Click the report name to open the report.
Click Bookmark
to add the report to your Bookmarks screen. For more information, see Bookmark reports.Click Calendar
to schedule the report. For more information, see Schedule reports.Click More
to edit, share, duplicate, or delete the report.
Create a report
In the All reports section, click Create Report.
On the Report Builder screen that opens, choose a report type to see related templates.
For example, if you’re building a report on marketing campaigns, click Marketing. Or, click All to view all templates.
Under Select a report template, click a template to use for your report. A report template lets you know which dataset the report uses.
Under Columns to be displayed in the report, select which columns you want to include in your report.
Tip: The Tenant ID, Tenant Name, and Tenant Official Name columns are important for each dataset, so make sure to select them while creating a report.
Note: You can always add and remove columns later.
Tip: Enter a few letters of the column you’re looking for in the search bar to find it.
Tip: If you're unsure which column you want to include in a report, you can use the Reporting Dictionary to learn more about data fields (columns). See Learn about report data fields in the Reporting Dictionary for more.
When you’re done selecting columns, click Next.
In the Set Details screen that opens, in the Name field, enter the name of your report.
From the Category dropdown, select a category where you want your report to be listed.
(Optional) In the Description field, enter a report description.
When you’re done, click Next.
On the Members & Access screen that opens, select members who can access your report.
Note: You can always edit the sharing settings later and give individual permissions to each member. For more information, see Edit report sharing settings.
When you’re done, click Save.
You can see the report you created.