--- title: User Configured Reports description: User Configured Reports --- [Skip to content](https://support.worldly.io/hc/en-us/articles/48879035999131-user-configured-reports#main-content) English Show submenu for translations [Submit a request](https://support.worldly.io/kb-tickets/new?hsLang=en) [![Worldly logo](https://support.worldly.io/hs-fs/hubfs/Worldly%20Media%20Kit/Worldly%20Logos/Worldly_LogoTM_Red.png?width=250&height=61&name=Worldly_LogoTM_Red.png)](https://www.worldly.io/) Open main navigation Close main navigation - English Show submenu for translations - [Submit a request](https://support.worldly.io/kb-tickets/new) How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.worldly.io/?hsLang=en) 2. [Compliance Management](https://support.worldly.io/compliance-management?hsLang=en) 3. [Reports](https://support.worldly.io/compliance-management?hsLang=en#reports) # User Configured Reports **Table of Contents** - [**Navigation**](https://support.worldly.io/hc/en-us/articles/48879035999131-user-configured-reports#h_01KNQ2D9J5RWG1VN7WFKKKD9HJ) - [**User Configured Reports - Query**](https://support.worldly.io/hc/en-us/articles/48879035999131-user-configured-reports#h_01KNQ2D9J7GKYYGZBWHWB2ZW9K) - [**User Configured Reports - Saved Queries**](https://support.worldly.io/hc/en-us/articles/48879035999131-user-configured-reports#h_01KNQ2D9JBCVEY84JKQFMYTD0S) - [**Configuring a Report**](https://support.worldly.io/hc/en-us/articles/48879035999131-user-configured-reports#h_01KNQ2D9JDE6SMDBQ7VEA8T83M) - [**Example**](https://support.worldly.io/hc/en-us/articles/48879035999131-user-configured-reports#h_01KNQ2D9JV9R87529GPRCRBZAH)   ## Navigation Begin by navigating to **Reports** and select **User Configured Reports** from the left-hand navigation menu. ![48879030191515.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879030191515.png?width=524&height=329&name=48879030191515.png)   ## User Configured Reports - Query The Query tab on this page contains the following. ![48879035931803.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879035931803.png?width=624&height=217&name=48879035931803.png) 1. Use **Table Columns** to choose the data elements for your report. 2. Use **Sort** to organize data presented in the report. 3. Use **Filter** to refine the report for specific information. 4. Use **Group** to aggregate data presented in the report. 5. Use **Report** to run a report. 6. Use **Save** to preserve your work throughout the configuration process.   ## User Configured Reports - Saved Queries When you save your query, you can save it to one of the following. ![48879030198427.gif](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879030198427.gif?width=846&height=354&name=48879030198427.gif) - Save to **Member Saved Queries** to share with other brands or individuals within your parent account that have access to **User Configurated Reports**. - Save to **Your Saved Queries.** This restricts reports so they are only accessible by you.   ## Configuring a Report To configure a report, navigate to the **Query** tab: ![48879035935771.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879035935771.png?width=505&height=335&name=48879035935771.png) 1. Select the **Query Type** that you want to base your report on.  - Options include Assessment and Scheduling. ![48879035937691.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879035937691.png?width=290&height=288&name=48879035937691.png) 2. **Query Object** populates depending on the **Query Type**. 3. In this example, I selected the **Assessment** for the **Query Type** and **Factory Information and Private Information** for the **Query Objects.** ![48879030210075.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879030210075.png?width=414&height=410&name=48879030210075.png) 4. The **Query Objects** populate the options under **Columns Available.** - **Note:** The red text in the table should not be shared with factory, external organizations, or other brand logins. (ex: Private Information.Private Info Custom Data 11) **![48879035940507.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879035940507.png?width=361&height=494&name=48879035940507.png)** Select from the options under **Columns Available** to add the data elements to your report. These will be the columns listed in your report, where you can narrow your results using the filter tab. To add the options to your report, highlight and click the arrow to move from **Columns Available** to **Columns Added**. Use the Ctrl key to select multiple options and move them in bulk. ![48879035943963.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879035943963.png?width=624&height=329&name=48879035943963.png)   ## Example In this example we’ll create a report of all active factories listed in the database. 1. In the **Table Columns** tab under **Columns Added**, the following have been added in order to filter on Active account statuses. ![48879035947547.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879035947547.png?width=624&height=292&name=48879035947547.png) - Factory Information.Account ID - Factory Information.Account Name - Factory Information.Account Type - Private Information.Factory/Organization Status 2. Selecting columns from the **Query Type** and **Query Object** is laying the foundation of the report. In Step 1, columns for account status and account type were selected to lay the foundation of the report. ![48879035953819.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879035953819.png?width=374&height=414&name=48879035953819.png) 3. Next, select the **Sort** tab to optionally select a sort order. ![48879030226075.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879030226075.png?width=624&height=233&name=48879030226075.png) - Click **Add a Column** - Click the **Column** drop down and select a column value - Click the up and down arrow to change whether the data is ascending or descending. 4. Click the **Filter** tab to further refine your report. Select **Add a Filter**. ![48879030227867.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879030227867.png?width=605&height=286&name=48879030227867.png) Under **Filter Details:** ![48879035960475.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879035960475.png?width=624&height=281&name=48879035960475.png) - **Column:** Select the column that you wish to filter from - **Value:** Select between Specific Value and Other Data Column. - **Operator:** Select the Operator - **Filter Name:** Enter your value. You must enter at least three characters for a list of options to appear. - Click **Save** Your filter options are displayed in the table. ![48879030231323.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879030231323.png?width=555&height=380&name=48879030231323.png) **Note: ** - Make sure to select the save icon to save your progress as you build out the report. - Reports can only be run in three-year increments. This is a default setting. Next, run the report under the **Report** tab. ![48879030235547.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879030235547.png?width=624&height=371&name=48879030235547.png) 1. Select **Report** 2. Select **Run Report** 3. Select the **Excel** icon to export, followed by the **Save** icon to save your progress. To favorite your report and display it on your dashboard: ![48879030236955.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879030236955.png?width=624&height=223&name=48879030236955.png) 1. Click the tab where you saved the query, either under **Member Saved Queries** or **Your Saved Queries.** 2. Select the star to favorite this report 3. The report will display on your dashboard Once you have saved a report to **Member Saved Queries**, users can also control access on a report by report and user role basis. Please note that access to the **Options** controls is defined in Security under **User Roles.** **![48879030240283.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879030240283.png?width=646&height=228&name=48879030240283.png)** **![48879030241691.png](https://support.worldly.io/hs-fs/hubfs/Knowledge%20Base%20Import/48879030241691.png?width=349&height=340&name=48879030241691.png)** 1. Click the options icon to provide or restrict access by user role. 2. Click on the **Access Status** dropdown to change the access status for the **Security Role.** 3. Toggle the **Associated Flag** to **Yes** to restrict users access to only the parent account and those associated accounts to their role. 4. Toggle **Favorite** to **Yes** so that the report shows up on the user dashboard. [![Worldly logo](https://support.worldly.io/hs-fs/hubfs/Worldly%20Media%20Kit/Worldly%20Logos/Worldly_LogoTM_Red.png?width=120&height=30&name=Worldly_LogoTM_Red.png "Worldly logo")](https://www.worldly.io) © 2026 Worldly. All Rights Reserved [Terms of use](https://worldly.io/terms-of-use/)  |  [DPA](https://worldly.io/data-privacy-addendum/)  |  [Privacy Policy](https://worldly.io/privacy-policy/)  |  [Cookie notice](https://worldly.io/cookie-notice/)