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:
- 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
- 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
