Summary
Welcome to Custom Reports. By the end of this page, you'll have built your first dashboard — without writing any formulas. Everything we use is already in your tenant's catalog.
Custom Reports lets your team build dashboards on top of your live Alvys data. You can answer questions like "which customers brought us the most revenue last month?", "how is on-time delivery trending across our top lanes?", or "which carriers have the best record over the last 90 days?" — without writing any code.
Build a dashboard once and it updates automatically as your operational data changes.
🛠️ Don't see Custom Reports in your sidebar yet? An Admin or Partner Admin needs to enable it under Manage → Integrations before anyone on your tenant can use it. See Set up Custom Reports.
The Custom Reports sidebar
Everything lives under the Custom Reports group in the left sidebar. You'll see:
The Alvys-curated dashboards — every dashboard we ship with your tenant, ready to open. There's a good chance the question you came to answer is already on one of these.
The dashboards your team has built or shared with you.
Create dashboard — start a new blank dashboard (what we'll use in a moment).
Create visualization — open the Visualization Designer to author a single chart from scratch. You won't need this for the walkthrough.
💡 Start with the curated dashboards. Before you build anything, click through the dashboards we ship. Most teams find that 80% of the questions they'd build for already have a home. The walkthrough below is for the case where you want to combine a few catalog tiles into your own view.
Build your first dashboard — a Weekly operations check-in
Time to build something. We'll assemble a four-tile dashboard from visualizations already in your tenant's catalog: Total Revenue, On-Time Delivery %, Load Count Trend, and Top 10 Customers by Revenue. Together they make a snapshot most teams check on a Monday morning.
🕛 This takes about 5 minutes. No formulas, no chart-building — just drag, arrange, filter.
Step 1 — Open the dashboard editor
From the Custom Reports sidebar, click Create dashboard. An empty dashboard opens with a 12-column grid in the center and a panel on the left listing every saved visualization in your tenant.
Step 2 — Drop in the first KPI — Total Revenue
In the left-side panel, search for Total Revenue. Drag it onto the canvas. The tile renders immediately — a single big-number KPI showing your tenant's revenue.
Step 3 — Drop in the second KPI — On-Time Delivery %
Search the panel for On-Time Delivery %. Drag it onto the grid next to Total Revenue. You should now see two KPI tiles side by side.
Step 4 — Add a trend — Load Count Trend
Search for Load Count Trend. Drag it below the two KPI tiles. The line chart shows your load volume over time.
Step 5 — Add a breakdown — Top 10 Customers by Revenue
Search for Top 10 Customers by Revenue. Drag it below the trend chart. The chart ranks your top 10 customers by revenue.
Step 6 — Resize and arrange
Hover over a tile's edge and drag the handle to resize. The grid snaps to 12 columns; a comfortable layout for this dashboard is:
Top row: the two KPIs side-by-side (6 columns each)
Middle row: Load Count Trend (full width)
Bottom row: Top 10 Customers by Revenue (full width)
Drag a tile by its title bar to reorder.
Step 7 — Add a dashboard-level Date filter
At the very top of the dashboard there's a filter bar.
From the left-side panel, drag the Filter item onto the top filter bar. A new filter tile appears in the bar.
Click the new tile. A list opens — pick the attribute or date you want to filter by.
For this dashboard, pick a date attribute like Trip Picked Up At (or whichever date concept matches the question your team usually asks).
Set the time window to Last 30 days and click Apply.
All four tiles now respect the filter — the KPIs, the trend, and the customer breakdown are scoped to the last 30 days.
Step 8 — Save the dashboard
Click Save in the top-right. Name it Weekly operations check-in (or whatever name reads well for your team) and save.
You land on the dashboard in view mode. The dashboard is private to you — nobody else on your team sees it until you explicitly share it.
That's it — you've built your first dashboard from the catalog, no formula required.
Where to go next
You've learned the core moves: drag pre-built visualizations onto a dashboard, resize, filter, save. From here:
Browse the Alvys-curated dashboards in the Custom Reports sidebar — most teams find that 80% of their questions already have a dashboard built for them.
Filter, drill, and save the view you'll use every day: Filter, drill, and save the view you want.
Customize a visualization with drag-and-drop (change the chart type, swap in a different attribute, add a metric): Build visualizations with drag-and-drop.
Need a metric the catalog doesn't have? (Advanced) Advanced — write custom metrics with MAQL.
Share, export, schedule, or alert: Share, export, schedule, alert.
Build a real-world team dashboard: [link to Recipe — Dispatch ops dashboard] or [link to Recipe — Financial & lane performance dashboard].
Question about who can do what, or how to enable Custom Reports on your tenant: Set up Custom Reports.