This article explains how clients can easily create customized reports and share them with others in the organization.
In this article:
How to group columns in report view
How to create a custom report
✅ Step 1 – Click on Create Custom Report
Select the Analytics icon on the home page, click the Reports tab, and select Create Report
✅ Step 2 – Create a report
The clients can create a new report from scratch by selecting columns and filters.
✅ Step 3 - Select the Report type
Clients can choose whether they want to create a report and save it to the Dashboard or create a One-time report that will not be saved in the dashboard.
If a report is created from scratch, the system will additionally prompt the client to select a primary object for their report.
Clients can also choose a second-primary/base object to build their report on.
✅ Step 4 - Select Report columns and Filter
Select the report type and the applicable filter type for your report.
Clients can also select if they want to share the report with others in their organization.
Review the details and Click on Finish.
How to Share a Custom Report
While creating a custom report, clients can also share the report with others in their organization.
✅ Step 1 - Click on Share with Others
After clicking on Create Custom report, select the report type, primary object, and report columns.
Click on Share with Others while entering report details in Step 4 above.
✅ Step 2 - Select Recipients
Clients can also choose to share the report with entire groups or departments within the organization. Learn more about groups here.
Review the Information and click on Finish.
How to Group Columns in the Report View
Clients can group and customize the columns within input and output reports to better interpret the data.
✅ Step 1 - Select the report
Click on the three dots on the right and select the Configure Columns option.
Frequently Asked Questions
[ACCORDION] Can a One-time Report be shared with others?
No, a One-time report cannot be shared with others through the platform. The option to share a report will be available only if the report type is set to "save to dashboard".
[ACCORDION] Can an existing custom report be edited?
Yes, clients can edit a custom report after it has been created. To edit the report, select the desired report and click on Edit Report.
[/ACCORDION]