Generate Custom Reports

This guide outlines a simple process for creating custom reports, helping users tailor, save, and export data for analysis. It’s a valuable tool for improving data insights and decision-making.

Select "Reports".

Select "Custom Reports".

Select "Add".

Select a "Report Type" to create.

Enter a "Report Name" (this will save the report so that it can be accessed from the main custom report menu).

Enter a report "Description".

Select "Report Fields".

Click "Select All" to select all or deselect all fields.

Pick the fields you wish to display on the report.

Select "Save" to save the custom report.

Select "Generate CSV" to create a file of the custom report data.

Select "Preview" to view the custom report.