Creating Custom Reports
🔑 ACCESS LEVEL REQUIRED: Owner or Editor and Member+ can run Saved Custom Reports.
ℹ️ NOTES: Custom Fields in your account will appear in the custom report section, giving you the option to select the specific data you want to include in your report. Please be aware that Text, Text Area, and Number custom fields cannot be selected in Custom Reports but will be visible in the exported .csv file.
- Go to Intelligence > Reports
- Click Create New Report
- Select the type of report you wish to create from the drop down menu
- Fill in the applicable information then select Run Report
- Once a report has been run you can choose to export the information by selecting Download as Spreadsheet
- To save the custom report for future use click Save Custom Report at the bottom of the screen (this can only exclusively be done by users with Owner or Editor permissions)
- Now that you have saved the report, you will be able to access the PDF by re-running the report.
đź’ˇ TIP: When saving a custom report, you must give it a title. If saving a report with date ranges, use the relative dates e.g. 'Within Last 30 Days' rather than absolute dates 'Jan 5th - Feb 4th'. This will save you having to update the dates every time you re-run the report.
Included Report Data
