Within the Custom Report builder, you have the option to create your own report from scratch by adding in your own metrics, or to leverage one of our ready-made Custom Report Templates. These templates are based on the most common types of reports we see Polar customers leveraging within the app.
How-To: Use a Custom Report Template
Step 1. Launch the Custom Report builder here.
Step 2. Click the template you'd like to use. Once you've selected the template, all of the metrics, breakdowns, and filters that are pre-set will automatically load into your report.
Polar currently offers a number of ready-made templates, including but not limited to the Attribution Master (which is particularly helpful if you have installed the Polar Pixel), the Ads Master (which enables you to quickly analyze key marketing metrics), and the Shopify DTC Profit & Loss report.
Step 3. Customize the report & save. Once you've selected the template, you can still customize the report to your needs by adding or removing metrics, breakdowns, and filters. This article provides more guidance on how to customize reports.
Examples of Custom Report Templates:
Attribution Master
Shopify DTC P&L
Shopify Sales Report
