Create a Custom Report

Take control of your reporting by creating custom reports, making them uniquely yours for a more insightful and streamlined decision-making process.

This article walks you through the steps of crafting personalized reports, guaranteeing that the data you receive is tailored to meet your specific business goals and preferences.

Creating a report

1. Navigate to Reports ➡️ Custom Reports

2. Click on Create Report
   ​Note: You can also choose to begin by importing a predefined Report Template that you can then edit to your liking
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3. Fill in the Basic Info to help you organize your report for easy identification in the future
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4. Fill Report Data, which act as filters that determine the 'grouping' on the report as well as the metrics shown in the report
   ​Note: You must select a date grouping before you can select Table Columns and Main Summary Tiles (Main Summary Tiles are optional)
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5. Select a Default Timeframe and Schedule, then click Create Report
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Using a template to create a custom report

1. Navigate to Reports ➡️ Templates

2. ​Click on the report you wish to use as the basis to your custom report

3. Click on edit and save template
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4. Customize the metrics, schedule and default timeframe period

5. Click Save

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