Q: What is the Custom Report Builder in Manage?
A: The Custom Report Builder is a powerful new feature in LineLeader Manage that allows users to create highly customizable reports with advanced options like filtering, sorting, pivoting, and visualizing data—something not possible with the standard reports.
Q: How is the Custom Report Builder different from standard reports in Manage?
A: Standard reports in Manage provide a wide range of pre-built insights but have limitations:
You can’t rearrange, add, or remove columns.
Filtering and sorting are limited.
No pivot table functionality.
No graph-based data visualization.
The Custom Report Builder solves all these limitations by giving you full control over report design and data presentation.
Q: Where can I find the Custom Report Builder?
A: You can access it by clicking “Reports” in the left-hand column, then selecting the “Custom Report Builder” tab.
Q: What can I do with the Custom Report Builder?
A: With the Custom Report Builder, you can:
Add or remove any field
Sort, move, or filter any field
View data as a pivot table
Visualize data in graph format
Save or export your customized report
Q: How do I use the Custom Report Builder?
A: There are three simple steps:
Select your data type – Choose from seven data types:
Attendance
General Ledger
Invoices
Labor
Moments
People
Your Organization
Load your data – Select the columns and filters you want. Data is loaded to your device and may take time depending on size.
Organize your report – Sort, filter, pivot, and visualize your data to reveal meaningful insights.
Q: Who can benefit from using the Custom Report Builder?
A: While corporate users will gain significant value, center directors with an interest in data-driven decision-making will find it incredibly useful as well.
Q: How does Manage’s Custom Report Builder compare to other platforms?
A: Manage is currently the only platform in the Early Childhood Education (ECE) or Out-of-School Time (OST) space that offers:
Filtering on any column
Data pivoting
Data visualization
For more information on the Custom Report Builder, check out this article.