Skip to content
  • There are no suggestions because the search field is empty.

Custom Engine Reports

Guide: Creating Custom Reports in Engine

This guide explains how to create, save, and manage custom reports using the reporting and analytics tools in engine.

Steps to Create a Custom Report

1. Accessing the Reporting Tool

  • Login: Begin by logging into your account.
  • Navigate to Analytics: Go to the "Analytics" section in the left-hand panel and select "Customs Engine Reports."
     

  • Start Building a Report: Click on the “Search Data” button to begin building a custom report from scratch.
     


     

2. Selecting a Data Source

  • Choose Data Source:
    • Click on the wrench icon to select your data source.
    • Look for data sources that include the word "entry" as these are tied to information filed with customs, such as shipment, merchandise, container, and invoice details.
    • For this example, select the “Entry Shipment” data source.

3. Choosing Fields for the Report

  • Field Selection:
    • Browse through the available fields related to your chosen data source.
    • Select the fields you want to include in your report. These could be details like shipment date, duty amounts, etc.

4. Naming and Saving the Report

  • Name Your Report:
    • After setting up your report, it’s essential to save it to avoid losing your work.
    • Triple-click on the report title field to highlight it, and rename the report (e.g., “Shipments Last Week”).
  • Save the Report:
    • Click on the three dots menu and select "Save."
    • This ensures the report is permanently saved and accessible for future use.

5. Accessing Saved Reports

  • Find Your Saved Report:
    • Click on the “Answers” menu to view your saved reports.
    • Locate your saved report (e.g., “Shipments Last Week”). If needed, you can edit the name and save it again.

6. Downloading the Report

  • Download Options:
    • Click on the three dots next to your saved report and choose the format for download (Excel or PDF).
    • Excel is often recommended for easy manipulation.
  • Open and Review the Download:
    • The report will be saved in your download folder. Open it to review the data.
    • The Excel file will include several header rows indicating who created the report and any filters applied (e.g., entry date for the last week).

7. Manipulating Data in Excel

  • Convert to Table:
    • In Excel, select your data and convert it into a table for easier management.
  • Filtering and Sorting:
    • Use Excel’s filtering options to sort and analyze specific data points, such as entries with a particular master bill number.

8. Managing and Reusing Reports

  • Redownload and Edit:
    • At any time, you can return to the “Answers” section, find your saved report, and redownload it.
    • You can also edit the report, make adjustments, and save the updated version.