Custom Reports allow you to export data from different areas of TechEdge in a format that suits your needs. You can create reports to reuse later, or generate a one-off report for immediate download.
Only users with permission to manage reports can create reports. Other users can access this page but can only download reports that already exist.
Where to find Custom Reports
Open the Company Portal menu in the top navigation.
Select Custom Reports.
This opens the Custom Reports page, where you can see existing reports and create new ones.
Report types
When creating a report, you can choose between two options.
Saved Report
A saved report can be downloaded again in the future.
You can choose the visibility:
Private: Only you can see and download the report.
Company-wide: Other users in your company can see and download the report, depending on their access permissions.
One-off Report
A one-off report is created for immediate use.
It is removed automatically after you download it.
It is useful for quick exports that you do not need to keep.
Creating a new report
Go to Company Portal > Custom Reports.
Click Create Report.
Choose whether this will be a Saved Report or a One-off Report.
Report details
Name and description
Report Name is required.
Description is optional but recommended.
Using a clear name and description helps other users understand what the report contains, especially for company-wide reports.
Choosing the table to export from
Select the main table you want to export data from. Available options include:
Assets
Personnel
Licences & Certificates
Locations
Course Bookings
Asset reports
If you choose Assets:
You can select all asset types or choose specific asset types.
Only fields relevant to the selected asset types will be available.
Asset type does not need to be filtered later, as it is already defined in the report setup.
Selecting fields
After choosing the table:
Select the fields you want to include in the report.
Only fields from the selected table are shown.
For example, for Assets you may select registration number, status, location, or expiry dates.
Adding related data
You can include data from related tables.
For example:
When exporting Assets, you can include related Personnel data for the associated driver.
Select the related table and then choose the specific fields you want to include.
This allows you to create more complete reports without needing multiple exports.
Saving the report
Once all fields are selected:
Review the report setup.
Click Save.
Saved reports will appear on the Custom Reports page and can be downloaded again later.
Good to know
Only users with permission to manage reports can create or delete reports.
Other users can only download reports they have access to.
Users can only see data and fields they already have permission to view.
Exported reports are downloaded in Excel format.