Help Centre

How can I create my own report?

When the standard reports don’t quite meet your needs, you can customize a report to give you exactly what you’re looking for. To create your own custom report:

  • Step 1

    On the main menu, click Reports.

  • Step 2

    Click Create Custom Report.

  • Step 3

    You will be lead through a number of possible data points for your report. Click Next to move through the different sections.

  • Step 4

    When you are satisfied with the report contents, click Save Changes.

  • Step 5

    When you are ready, click Publish Report. The new report will appear on the Custom Report tab on the Reports page.

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