With the Custom Reports feature, you can easily create your own customized reports, custom metrics, and dashboards that best suit your data needs. You have full flexibility within Custom Reports to access raw data from any of the channels you're connected to in Polar Analytics.

Start building your Custom Report by selecting one of our ready-made templates, or selecting your own metrics to start from scratch. Quickly access all available metrics on the right sidebar by searching for the term or by clicking on the drop-down menus - you can add up to 20 metrics to each Custom Report that you create. You can also create your own Custom Metrics to have more control over how your metrics are filtered and calculated.

Once you've added in metrics, you can adjust the order in which your columns appear by dragging and dropping the metrics.

If you'd like to apply visual breakdowns to easily sort your data by certain criteria (and see more granular data), select "Breakdowns" to add up to 5 Breakdowns and/or Custom Dimensions. For example, you can add breakdowns by store, sales channel, vendor, order information, customer information, and more.

If you'd like to add filters to parse down the data in the report, select "Filters" at the top right of the toolbar. Within the Filters, you can add rules on any of your metrics. On the breakdowns that are related to date, you can apply a date filter on top of it to see data within a specific time range. If you've created Views, you'll be able to apply them to your report within your dashboard once you're out of edit mode.

In the example below, we're breaking down the data by sales channel, and filtering to view data only for the web channel.

If you'd like to see comparison data on how you're performing (benchmarked with either the previous period or the previous year), select "Compare Metrics" to add trend insights to your report.

Once you've saved your Custom Report, you can organize it within your dashboard (or add it to a new dashboard). For example, you could create separate dashboards for different teams (such as Sales & Marketing), regions, or even products - it's up to you!

Within your Custom Reports sidebar, you can adjust the order in which your reports and dashboards appear by dragging and dropping, and you can duplicate reports for added efficiency. You can also rename your reports by hovering over the three dots and selecting "Edit".

You can also add your Custom Reports to Schedules if you'd like to receive them automatically via Slack or email on an ongoing cadence. To learn more about Schedules and how to set them up, follow this article.