# 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="/files/qdU4OIZbwvw6RSvWIzCg" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/yop5RKRiZj5fecG6UfSU" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/ECor503YF1InfNJeWagq" 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="/files/guIT0AdWNYrLa51tdl6V" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/cFlRkDW7l8z0cwkgAnrS" alt=""><figcaption></figcaption></figure>

### 6. Edit the format of a field

<figure><img src="/files/YaEalvrAHi4pV0MmmthH" alt=""><figcaption></figcaption></figure>

### 7. Remove/delete the field

<figure><img src="/files/DWCy4f27FRw705wSBcC0" alt=""><figcaption></figcaption></figure>

### 8. Hide the fields

<figure><img src="/files/ugR9SxrGHIChNTQhbO6F" alt=""><figcaption></figcaption></figure>

### 9. Re-arrange field

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

<figure><img src="/files/5plsOw2sIahufuogdi2n" 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="/files/TlN5cKYBN3DaK0rzhJjH" 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="/files/g5WrGsxAvOZ3joRtF9FX" 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="/files/fEOXHXruMcoLvWESNF6i" 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](/kb/reports.md) to know about the 'sort' and 'filter' functions.
{% endhint %}


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