Custom Report Builder

Create reports your way with fully customizable fields and formulas.The Custom Report Builder in Cardata Intelligence gives you the flexibility to go beyond default dashboards and tailor reports to your exact needs.Whether you want to remove unnecessary data, add new fields, or build custom formulas, this feature gives you full control over how your data is displayed and shared.

How to Build a Custom Report


  1. Open the Report Editor

Click "Edit" on an existing report or visualization. Or, Go to the Detailed Reports section of Cardata Intelligence.

Choose the chart or report you want to customize, for example, the All Trip Details Report, and click the three-dot menu, then select Edit.

  1. Remove Fields You Don’t Need

Clean up your view by removing any columns that aren’t relevant.

For example, if you don’t need to see admin-related data, just click the X on those columns to remove them.

  1. Add New Data Fields

To bring in additional insights, click Add Field and select the metrics you want to include.


Example: Add Business Mileage to track trip activity for reimbursement.


  1. Create a Custom Formula

Need to apply logic or calculate new values?

Scroll to the All Columns section and click Formula to create a new column.


You can use Excel-style logic to build your own formula, for example, to flag trips that exceed a mileage threshold. Give your column a name and save it. Your custom calculation will appear instantly in the report.

Why Use the Custom Report Builder?

  • Tailor reports to your exact use case
  • Eliminate noise by removing irrelevant data
  • Add high-value insights like business mileage or compliance status
  • Apply formulas to flag, categorize, or calculate new data points
  • Share reports that reflect what matters most to your team
With the Custom Report Builder, your data works for you, not the other way around.Start building a report today and turn your dashboards into decision-making tools, customized to fit your workflow.

Pinning Your Reports

Once you've customized your report, you can pin it to your dashboard for instant access and team-wide visibility.
  • Pin built reports to your dashboard in the format of your choice: table, graph, or chart
  • Create a personalized dashboard view with pinned reports that matter most
  • Give stakeholders quick access to high-value insights without extra clicks
Whether you’re sharing team KPIs or reviewing trip trends, pinning makes sure the right data is front and center.
With the Custom Report Builder, your data works for you, not the other way around.Start building a report today and turn your dashboards into decision-making tools, customized to fit your workflow.