Create custom reports to deliver the data you want. We’ll talk you through how to build custom reports for tailored insights. 

In this guide, we’ll cover: 

• Getting started
• Custom reports explained
• Create new custom reports
• Customise a standard report 

Getting started

Upgrade to Insights to unlock the ability to create and customise your reports with advanced tools. 

Custom reports explained

Customising reports allows you and your team members to tailor data to your specific needs, enhancing clarity and relevance in analysis and decision-making processes. There are a couple of ways to customise your reports using an existing report as a base. 

Create new custom reports

To create a new custom report:

1. Head to Report and click on Add new in the top right corner. 
2. Click on a standard report from the report templates and click Next.
3. Enter the report name and add a brief description. 
4. Select the Folder you want to save the report under or create a new folder by entering a new name in the Folder field. The report will appear under Custom if a folder is not selected. 
5. Click Add to save the report. 
6. Configure your report to your preferences using the Customise menu listed on the right. 
7. Once customised, click Apply to save the changes.

Customise a standard report 

To customise a standard report:

1. Head to Report and select Standard reports. 
2. Click on the report you want to customise.
3. Use the Customise menu to set your preferences and click Apply.
4. View and review your new report. 
5. Click Save to enter the report name and description. 
6. Select the Folder you want to save the report under or create a new folder by entering a new name in the Folder field. The report will appear under Custom if a folder is not selected.
7. Click Duplicate to save your custom report.