Customizing reports in Sigma is available for everyone with Reporting access/permissions. You can save a copy of any dashboard and make any customizations they want, including but not limited to:
Add source columns/fields (the field must be available in the data model).
Delete unwanted fields.
Modify field names.
Easily create your own Excel-style formulas and calculations - https://intercom.help/hauler-hero/en/articles/12738732-sigma-function-index
Create new visualizations, graphs, and KPIs, or modify existing ones. - https://intercom.help/hauler-hero/en/articles/12738759-sigma-charts
Add new filter controls. - https://intercom.help/hauler-hero/en/articles/12738877-sigma-filter-controls
The first step in creating a personalized report is to save a copy of a standard report. This creates a version that you can modify without affecting the original template, which is shared across your organization.
Save your custom report
Navigate to the report you want to customize.
In the bottom-right corner of the screen, click the Save as button.
In the Choose a destination window, give your report a unique Name that will help you identify it later.
Confirm that the destination is set to My documents.
Click Save to create your personal copy.
Find and open your saved report
All your custom reports are stored in your personal My documents folder, making them easy to find whenever you need them.
Click the menu icon located in the bottom-left corner of the report viewer.
From the panel that appears, select My documents.
Click the name of the report you just saved to open it.
Prepare to customize your report
Once your saved report is open, you can begin customizing it. To start making changes, such as removing or renaming columns, you first need to enter edit mode.
Click the Edit button in the bottom-right corner to activate the editing tools. After making your desired changes, click Publish to save them to your custom report.
Practice saving and finding a report to build your confidence with the workflow.
Open any standard report from the Reporting section.
Use the Save as feature to create a copy in your My documents folder. Give it a name like "My First Custom Report."
Navigate away to a different report.
Use the menu to find and open your newly saved report from My documents.
Sigma reporting is included with your Hauler Hero contract and comes with a few ready-to-use reports. If you’d like something more custom, you can create your own using Sigma’s step-by-step guides. Just a heads up — our team can’t build or save custom reports for you since each report has to be created and saved under your own Sigma profile (email you use to log into your Hauler Hero account).