# Customized Reports

## :clipboard: *Steps to Create Customized Reports*

1. **Click** on **'Create report'.** You can find this button on '**Reports**' and '**Builder**'.

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FXYQNPkp6XQDGIWlRDOIt%2FCustom%20Report.png?alt=media&#x26;token=f493ddda-c829-46be-b2e9-fec276b05015" alt=""><figcaption></figcaption></figure>

2. **Select** '**I'd like a custom report'** and go to the **next step**

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FdMzVWhvskBBZCff2ORxo%2FCustom%20report%202.png?alt=media&#x26;token=2ac0b277-fb25-4e6f-a823-9fc804a1f9de" alt=""><figcaption></figcaption></figure>

3. **Select** the **category** & **report type** and proceed to the **next step**

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FP8lq6N6O1dxYkH9tDWJG%2FCustom%20report%203.png?alt=media&#x26;token=4f61d008-2147-4386-8840-7fa1d50d3184" alt=""><figcaption></figcaption></figure>

### 4. Select Fields

**Select** the **fields** you want to add to your report using the **Field Selector** tab.&#x20;

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FrgPjBGsWQT8XT6LL3ecy%2FAdd%20fields%20GIF.gif?alt=media&#x26;token=04ec49b3-69d5-4643-b1d7-7dc8ba63492c" alt=""><figcaption></figcaption></figure>

### 5. Edit/Rename the fields in the report

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FrZx9Wc4nEhm23Cc6mCKl%2FData%20Export%20Rename%20field.gif?alt=media&#x26;token=6f5c1d29-61dc-44a9-aec2-278babcc85c3" alt=""><figcaption></figcaption></figure>

### 6. Edit the format of a field

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2F0xLmvZv5dQyfheV1PuNd%2FData%20Export%20format%20the%20field.gif?alt=media&#x26;token=cc323750-3768-486c-bc1d-b8ecc1562332" alt=""><figcaption></figcaption></figure>

### 7. Remove/delete the field

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FWFwrpDMBKBpbIsVdE9Qq%2FData%20Export-%20Remove%20field.gif?alt=media&#x26;token=d934c2b1-4114-4881-b621-b0d3cf69e70c" alt=""><figcaption></figcaption></figure>

### 8. Hide the fields

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FwOSb90pSLEuyPVQgDDXb%2FData%20Export-%20Hide%20fields.gif?alt=media&#x26;token=c4bb7314-07e8-420c-8146-e082f2907c5d" alt=""><figcaption></figcaption></figure>

### 9. Re-arrange field

You can **re-arrange the report fields** based on your requirement.

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FBpY4jU0S9JmGDz30xnZw%2FRearrange%20fields%20GIf.gif?alt=media&#x26;token=019188f2-12f0-4ffc-b810-99c56e360cdc" alt=""><figcaption></figcaption></figure>

### 10. Select Date Range

**Select** your desired date range using the **Date Selector** tab. We have several **preset date ranges** to choose from ***OR*** **select** your own **Start** and **End Date** as per your requirement.

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FoCWqp2qrK0CvZskpdYlx%2FDate%20Range%20Gif.gif?alt=media&#x26;token=57edc68b-5662-40ae-8e38-3b77b8054a20" alt=""><figcaption></figcaption></figure>

### 11. Save Report

&#x20;Finally, **Save** the report by clicking on the Save button. Once saved, you can access your report anytime from the **'Reports'** tab.

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FRZDkO8duB8bieIdzQhBf%2FSave%20DE.png?alt=media&#x26;token=4ea9efed-26b8-435f-ae2c-8af9a9cbaee3" alt=""><figcaption></figcaption></figure>

### 12. Export Report

You can **export/download** a report, without scheduling it.

Click on the **Export** button to download the report in **XLSX** format or **click** the **Download** button to download the report in **XLSX**, **CSV** & **PDF** format.

<figure><img src="https://791683593-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MVN38pxrmSRWq3e_Evi%2Fuploads%2FyCiFrmr1ZsHWvlSDCwlt%2FExport%20DE.png?alt=media&#x26;token=82f792d0-036c-4046-a46d-c9a788824b53" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
:star2: That's it! You have successfully created and exported your Customized Report.
{% endhint %}

{% hint style="info" %}
Click [here](https://docs.dataexport.io/kb/reports) to know about the 'sort' and 'filter' functions.
{% endhint %}
