What's covered in this guide?
Save a custom report
Here's how to save a custom report:
Open the report
Customise columns and apply filters
Click Generate
Go to Actions > Save to My Reports
Provide a name and description
Schedule the report
Select Create Custom Report to save it
Access a custom report
Access a custom report by navigating to Reports > All Reports > My Reports, select the custom report, and click Generate.
Edit and update the custom report
You can update the filters of a custom report. You will need to regenerate the report and save your changes by navigating to Reports > All Reports > My Reports, selecting the custom report > Actions > Update custom report:
Schedule an existing custom report
To schedule an existing custom report to be emailed to you:
Go to Reports > Custom Reports
Select the report you wish to schedule
Click Actions > Update the report
Set email frequency
Set email time (optional)
Click Update Report
The report will be emailed to you with an attached CSV file and a link to open the report on the date and time you selected.
