> For the complete documentation index, see [llms.txt](https://doc.dastra.eu/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://doc.dastra.eu/en/features/custom-reporting.md).
# Custom Reporting
#### This page explains how Dastra's custom reports work.
This powerful feature lets you create customized reports, tailored to your specific needs. Whether you're a beginner or an advanced user, this user-friendly feature gives you maximum flexibility in extracting important information from Dastra data.
### Quick start
1. Click on the "Custom reports" menu on the left
2. Reports are organized in a category system. Before creating your first report, you need to create a first category
3. Click on create report and choose one of the two options: create new report or create from template
### Glossary
* Metric: a metric is a measurable value that can be used to group (aggregate) elements Example: the number of processes, the average processing time for a task..
* Dimension: in contrast to a metric, a dimension does not allow data to be aggregated. It is a simple property (= column) of an element. Example: processing name, processing status, reference, etc.
## Report construction
### Basic principles
1. Data Selection: Choose the data you wish to include in your report. Our user-friendly interface lets you easily browse your datasets and select the relevant variables (metrics and dimensions) from the various Dastra tables.
2. Advanced filters: Refine your results using advanced filters. Create specific criteria to extract only the data relevant to your analysis.
3. Graph customization: Bring your reports to life by customizing graphs and tables. Modify the chart styles that best suit your needs.
4. Multiple export: Export your reports in various formats: PDF, Word, HTML, Excel, CSV, JSON or Markdown. Easily share your results with colleagues, customers or partners. Easily integrate your data with tools such as PowerBI.
## Data selection
### Data table selection
Select the different data tables you wish to query: processes, processing stages, purpose, tags... You can query up to 6 different tables in each report.
Click on "Next" when you have selected the tables.
{% hint style="info" %}
Please note that once the tables have been selected, you will not be able to go back and modify them.
{% endhint %}
#### Report construction using metrics and dimensions
Build your report by selecting the metrics and dimensions you wish to display.
Click on the "Save" button at the bottom right of the page
#### Link to the object's record
For tables of objects that have a record — processings, rights requests, data breaches, assets, stakeholders, audits, security measures, contracts, AI systems and tasks — the **"Record url"** dimension adds a clickable **"Details"** link to each row. This link opens the object's record in the right module, in a new tab and taking the current workspace into account. The column is also included in exports, as a URL.
Adding the "Record url" dimension to the report
Each row shows a "Details" link opening the object's record
{% hint style="info" %}
Data is automatically aggregated by dimension to calculate the selected metrics.
{% endhint %}
Example: If you select the variable "No. of data processing operations" and "Status", you will obtain a report grouped as follows
| Status | Number of Data processing |
| ------ | ------------------------- |
| Draft | 12 |
| Active | 560 |
## Customized report display and graphic visualization
Once the report has been created, you will be redirected to the report view page.
To add a graph, click on "Add a graph".
You can then define several chart categories (bar chart, pie chart, line chart, etc.).
## Recycle bin
A deleted report or category first goes to the recycle bin: you can restore it as long as it has not been permanently deleted.
* **Move an item to the recycle bin**: in the actions menu of a report, click **"Move to recycle bin"** and confirm. The actions menu of a category, in the left panel, offers the same action: the category and all its reports are moved to the recycle bin.
* **View the recycle bin**: enable the **"View recycle bin"** option above the list of reports, or from the menu of the categories panel.
* **Restore**: from the recycle bin, **"Restore"** puts the item back in the active list. Restoring a category also restores the reports moved to the recycle bin with it; restoring a report whose category is in the recycle bin also restores that category.
* **Permanently delete**: from the recycle bin, **"Delete"** erases the item after confirmation. Deleting a category also deletes all its reports. This action cannot be undone.
{% hint style="info" %}
Recycle bin actions require the permission to edit custom reports.
{% endhint %}
---
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