Overview
Custom reports are created by taking a site report and adding additional fields or customizing a date range. Custom reports can be viewable to all site administrators or remain accessible to the individual that created the report.
In this article:
Step by Step Walkthrough
Step 1 - Navigate to Reports
From the dashboard, select Reports and then Site Reports in the left-hand side navigation bar.
Step 2 - Create a Custom Report
Click 'Add Custom Report' to create a new custom report.
Step 1 - Report Info
- Select the report type from the available site reports.
- Click "Make Public" to make this report available to other site administrators.
- Add a title and optional description.
- Click "Next" to customize the report.
Step 2 - Dates & Filters
- Select "Date Created" or "Activity Date" as a filter, then select a date range.
- Date ranges can be month, quarter, annual, custom, all time or previous (within the last "X" time period).
- Narrow the data in your report by adding filters.
- Select "and" so that data from all filters are matched.
- Select "or" so that data from any filter is added.
- Click "Display Deleted" to show deleted selections in the report.
- Click "Next"
Step 3 - Customize Fields
- Add additional fields by selecting a section from administration.
- Select a field from that section.
- Double click the field to add it to "Current Fields".
- Remove the field by clicking it again.
- Drag fields up or down in "Current Fields" to change the order they appear on the report.
- Click "Next" to review your selections.
Step 4 - Review & Run
Click "Save" to begin running the report.
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