How can you create a custom report in Phreesia?

• A. Use the Reports module to define metrics, filters, and export options; save as a custom report
• B. Use a built-in pre-defined report only
• C. You cannot create custom reports
• D. Only admins can export reports

Answer: (A)

Creating a custom report uses the Reports module to assemble exactly what you need: the metrics you want to track, the filters that define which data to include, and the export options for how you want to deliver the results. In this approach you choose the specific measurements, apply date ranges or patient/service filters, and select export formats (like CSV, PDF, or Excel). Once you’ve set these elements, you save the configuration as a named custom report so you can run it again anytime without rebuilding it. This workflow makes it possible to tailor insights to a department, workflow, or goal, instead of relying only on pre-defined templates.

Built-in pre-defined reports don’t offer the same level of customization, which is why they’re not sufficient when you need data sliced in a specific way. The statement about exports being restricted to admins isn’t a universal rule—the ability to export depends on your user permissions, not your role alone.