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Building Custom Reports using Metabase

This article discusses how to create reports using Metabase, a tool that makes it easy to visualize, summarize, and understand crucial business data.

Getting started

Building Reports

Example report - Invoiced by User

Example Report - Sum of Invoiced Amounts per Budget/Timecode

Example Report - Expense Overview

Further resources

Getting started

To build reports, you MUST have the ‘can edit’ permission added to your access level.

The ‘can edit’ permission gives access to all reportable data, so we recommend that you limit this permission to only those employees that should see sensitive information such as margin and staff cost.

  1. Click on the ‘Add Custom Report’ button on the Reports (New) screen and you will be taken to the New Report page.

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You can choose to start with your Company data OR a Saved Question you have created previously. Custom Fields are also available to use under 'Models'. Learn more about using custom fields in reports here.


 

Building a Report from Company data

Select the entity that you want to report on;


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  1. You can join the data to another entity, so that the information in the Report is more user friendly - e.g. Join the Time Entry data to the Person data will enable you to see the Person’s name against a Time Entry;

  2. You can add Custom Columns - e.g. You can concatenate a Persons FirstName and LastName in to a single “Name” column;

  3. You can add filters to narrow the information that is exposed in the Report - e.g. You can add a filter to display the Time Entries that have been reviewed, to restrict the Time Entries that are available to the User viewing the Report;

  4. You can summarize the data - e.g. You can summarize the Time Entries by the InvoicedAmount;c15cb698-08ec-4dc3-8f3d-1300179d8940

  5. You can select how to visualize the Report - e.g. a table vs a bar graph;b76d7368-38dc-47b0-ba57-559e2ee16f6c

Save the Report.

 

Example Report 1 - Invoice by User

 

Given this report contains the sum of ALL time entries for it to be more useful, appropriate filters should be added on the Dashboard the report is part of.


 

 

Example Report 2 - Sum of Invoiced Amounts per Budget/Timecode

 

 Example Report 3 - Expense Overview

Further resources

To learn more about how to join Reporting Views to build a report for your needs, read ‘Custom Reporting Data Model’ that gives a conceptual overview on how the Reporting Views are related to each other.

Metabase has more advanced features that allow you to craft even more complex reports. To read more about what is possible, visit https://www.metabase.com/learn/