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FAQ Manage Custom Report Builder

Get answers to frequently asked questions about the Custom Report Builder in LineLeader Manage.

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Written by David Weiss
Updated this week

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:

  1. Select your data type – Choose from seven data types:

    • Attendance

    • General Ledger

    • Invoices

    • Labor

    • Moments

    • People

    • Your Organization

  2. Load your data – Select the columns and filters you want. Data is loaded to your device and may take time depending on size.

  3. 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.

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