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How to make a Custom Report
How to make a Custom Report

Custom reports allow you to specify criteria to get the most accurate and useful information from your reports.

Yujia Zheng avatar
Written by Yujia Zheng
Updated over a week ago

1. Select a Preset report under Explore Reports to get started

2. Within a Preset report, you can customize the report by column by selecting the three horizontal lines icon to the right of the column field. The arrow that appears when you hover over the field will also allow you to sort the entire report by that column. You can also Pin the column in order to sort and filter the other columns in relation to the Pinned one.

3. Using the Filter icon you can filter that column by specific criteria you want to search by and limit that search with the drop-down menu options.

4. You can also add and remove columns from the report by selecting the verticle line icon

5. Now that you have created your Custom Report be sure to save it if you would like to reference it again, you can also export the report as a .CSV file. When you save your report you will be given the option to share with other team members or keep it private.

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