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
After saving, access your custom report by navigating to Reports > All Reports > My Reports, selecting the custom report, and clicking Generate.
Edit and update the custom report
After accessing your custom report, you can update the filters, 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, go to the Saved Reports section and select the report you wish to schedule. Click on Actions > Update the report, and choose one of the email frequency options. Configure the email time and then update the report.
The reports will then be emailed to you with an attached CSV file and a link to open the report.