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Creating your first custom report

Nimvue allows you to create your own custom reports using a flexible row and card system. To get started:
  1. Go to Reports > Custom Reports
  2. Click Create Report
  3. You’ll be taken to your new report where you can:
    • Set a title
    • Start adding rows and cards

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Adding Rows and Cards

  • Click the ➕ icon at the bottom of the report to add a new row.
  • Each row can contain 1 to 4 cards
  • When adding a card, you can configure its width, metric, dimension, and visualisation type (e.g. metric, table, chart, funnel).

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Editing Existing Reports

You can edit tables you’ve already created by adding or removing dimensions and metrics. To do this, click Edit Report at the top right of a loaded report page. You’ll then see an “X” next to each dimension or metric (if there’s more than one). Clicking this will remove it from the table and the table will refresh. You can also add dimensions or metrics using the “Add Dimensions/Metrics” dropdown, which will list all standard and custom options. Once selected, the table will refresh to reflect the changes. When you’re finished, click Finish Editing to save your updates.
Tip: You can use this editing mode to quickly explore data - there’s no requirement to save changes.