How do custom reports work?

Opening a custom report

Select Reports on the side menu and choose the Custom Reports tab. Click on any custom report to view or edit.

Exporting a custom report to Excel

1. Once you open your report, adjust your filters and press Submit. The filters available will vary per report.

2. Click Excel, CSV, or PDF on the top right of the report to export.

Report functions

The buttons at the top of each report are called reporting functions. For more information about these functions and what they can do, check out our article on What are these reporting functions.

Saving a Custom Report to Saved Reports

Press the Save As button directly above the reporting functions to save your work and reference the same report at a later date, or pull the same report (settings intact) with fresh data.

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