# Create a Custom Report

To create a custom report, go to the Custom Reports Tab on the Manage Reports Page of the Reports Module.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/mB6image.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/mB6image.png)

Select the “New Report” button opening the New Report Modal.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/RQUimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/RQUimage.png)

Notes for filling out the modal are included in the table below.

<table id="bkmrk-new-report-modal-com"><colgroup><col style="width: 163px;"></col><col style="width: 399px;"></col><col style="width: 436px;"></col></colgroup><tbody><tr><td colspan="3">**New Report Modal Comments**

</td></tr><tr><td>**Input**

</td><td colspan="2">**Comments**

</td></tr><tr><td>Title

</td><td colspan="2">Input a title for the new report (a required field).

</td></tr><tr><td>Primary Module

</td><td colspan="2">Select the primary module from a dropdown menu with the following options: Assets, Dispatch, Forms, Meetings, and People.

</td></tr><tr><td>Tags

</td><td colspan="2">Select open, restrictive, or permissive tags as desired.

</td></tr><tr><td>Also Visible To

</td><td rowspan="2">A dropdown menu includes the options: People I Supervise, All Eligible Accounts, Certification Roles and Individual People.

</td><td rowspan="2"><p class="callout info">To avoid errors or confusion, a user should not be included below unless they have permissions to view items referenced in this report.</p>

</td></tr><tr><td>Also Editable By

</td></tr><tr><td>Rotate Report Checkbox

</td><td colspan="2">When the Rotate Report Checkbox is selected, the information in the rows of the first column become the column headers. (The x and y axis are switched.)

</td></tr><tr><td>Make Report Public Checkbox

</td><td colspan="2">When the Make Report Public Checkbox is selected, the modal expands to include a textbox for the Link Path. The URL for the report will be

https://\[subdomainname\].kastrack.com/reports/view-report\[LinkPath}

</td></tr><tr><td colspan="3">**Advanced Options**

</td></tr><tr><td>Report SQL

</td><td colspan="2">Clicking the “Advanced” link opens a Report SQL textbox, an input area for writing SQL queries that can define the data the report will show.

</td></tr></tbody></table>

Once you have input the necessary information, select “Save”. The new report will now show on the Custom Reports Tab of the Manage Reports Page.

Click the three-dot icon opening the custom report table context menu and Select “Report Wizard”.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2026-06/scaled-1680-/fPAimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2026-06/fPAimage.png)

This opens the Report Wizard Page, where you can specifically decide which data should be represented in the report.

[![image.png](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/scaled-1680-/jeBimage.png)](https://kaswiki.kastrack.com/uploads/images/gallery/2025-12/jeBimage.png)

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