Customized Reports
If the pre-created reports do not meet your requirement, you have the ability to create Customized Reports, which are specifically tailored to your needs.
- 1.Click on 'Create report'. You can find this button on 'Reports' and 'Builder'.
- 2.Select 'I'd like a custom report' and go to the next step
- 3.Select the category & report type and proceed to the next step
Select the fields you want to add to your report using the Field Selector tab.
You can re-arrange the report fields based on your requirement.
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.
Finally, Save the report by clicking on the Save button. Once saved, you can access your report anytime from the 'Reports' tab.
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.
That's it! You have successfully created and exported your Customized Report.
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Last modified 4mo ago