Creating Custom Reports

🔑 ACCESS LEVEL: Owner or Editor

ℹ️ NOTES: 

  • If you have created custom fields in your account, these will appear in the custom report area where you can select what you want returned in the report.
  • Once a custom report is saved Member+ and above will be able to run a saved report at any time.

To create and then save a custom report:

  1. Go to Intelligence > Reports
  2. Click Create New Report
  3. Select the type of report you wish to create from the drop down menu
  4. Fill in the applicable information then select Run Report
  5. Once a report has been run you can choose to export the information by selecting Download as Spreadsheet
  6. To save the custom report for future use click Save Custom Report at the bottom of the screen
  7. Now that you have saved the report, you will be able to access the PDF by re-running the report. 

💡 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

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