Build and edit a Custom Report

With Custom Reports, you can create customized reports with control over what data is included and how its sorted. Reports can be scheduled to run once, or on a recurring weekly or monthly basis.

Currently, you can create reports from your order and certificate data. In the future, we will add support for more report categories. You can receive email notifications each time a report is available and download reports in any format we offer.

Building your report can take more than an hour depending on its size. The report will continue to build if you leave the page or log out of CertCentral. You will receive an email notification once it’s available.

1. In your CertCentral account, click Reports in the sidebar menu.
2. On the Reports page click Build a report.
3. Select a report category from the list and click Next (currently, only the Orders category is available).
   Choose which columns to include in your report. For an Orders report, there are three types: Order details, Certificate details, and Custom Order Field details.
   1. Order details concern CertCentral orders you have placed. This includes details such as payment method and billing info, organization contact information, and others.
   2. Certificate details concern the certificates themselves. This includes details such as the common name, the CSR used, days until expiration, serial number, and others.
   3. Custom Order Field details are columns that you can create and choose to add to your report. To create custom order fields, go to Settings > Custom Order Fields > Add Custom Order Form Field.
4. To add or remove columns from your report, toggle the Include all checkbox available for each type.
5. Set column order shows the order of the columns that will be listed in your report. If you want to reorder your columns, drag and drop them to your preferred placement. You can also click Order alphabetically to alphabetize them.
6. Once you have selected your report criteria, click Next.
7. Now schedule how you want to run your report:
   1. By default, Once is selected. This will not set a schedule, but you will be able to manually run it again when you need to do so, from the main Report library page
   2. To set a schedule, choose a Weekly or Monthly schedule. Set the day of the week and when you want the last report to run. With this setting, your report will not run immediately, only on the day selected.
8. Choose the file formats for your report, then enter a Report name.
9. When you are finished, click Build report.
10. Once your report is available, its status will change from Generating to Ready.
11. Click Download on any ready report to download it.

1. Click the report name. In the Report details window, click Edit report.
2. Click Next.
   Note: You cannot deselect the category of your report.
3. Add or remove any categories from your report. You can also drag and drop the columns you want to reorder. Click Next.
4. On the Schedule Report page, you can change your report’s schedule and format.
5. You can select Save as new report (optional) with a new report name. This will create a duplicate with your changes.
6. Once you are finished, click Build report.
7. Once the report-building is complete, its status will change from Generating to Ready.
8. Click Download.

Another way you can edit or build off from a pre-existing report is to click the arrow on the blue Download > Build a new report from this template before you follow the steps above.