Custom Reports

Welcome to the guide on Custom Reports, a feature designed to give you full control over creating, scheduling, and sharing reports tailored to your business needs. This step-by-step guide will walk you through using the Custom Report Builder, setting up recurring reports, and customizing each report page to suit your style and presentation preferences.

Why Custom Reports Matter

Custom Reports enable you to:

  • Save Time: Automate report scheduling and delivery, ensuring consistency.
  • Enhance Data Presentation: Choose between live previews or downloadable PDF snapshots.
  • Drive Better Decisions: Present key metrics and insights clearly, supporting informed choices.
  • Improve Professionalism: Design visually appealing, multi-page reports with custom branding.

1. What is Custom Report Builder?

The Custom Report Builder is a powerful tool with a drag-and-drop interface, allowing you to create reports from scratch or convert existing dashboards into a report. Each report page is fully customizable, including multi-page support, page list navigation, and personalized branding options.

Key Features:

  • Multi-Page Support: Add multiple pages to cover comprehensive insights.
  • Drag-and-Drop Widgets: Easily add charts, tables, and elements to each page.
  • Page Properties: Customize colors, logos, headers, and add a professional cover page.
  • Report Scheduler: Automate report delivery on a recurring schedule.

2. How to Access and Create a Custom Report

1. Navigate to Custom Reports:

  • Go to the Tools & Reporting > Reporting section in your dashboard.
  • Select Custom Reports.

2. Create a New Report:

  • Choose to start from scratch or convert an existing dashboard.
  • Click Create New Report to open the report builder.

  • If you already have a dashboard created, you can import it directly to save time and retain its structure.

3. Add Widgets and Elements:

  • Use the drag-and-drop builder to add charts, tables, and other widgets.
  • Arrange elements as desired, making sure they provide clear, valuable insights.
  • Add additional data or elements like visitor statistics, custom text, or embedded links to enhance the report's value further.


3. How to Customize Report Pages

1. Multi-Page Setup:

  • Click Add Page to create additional pages.
  • Use the Page List Navigation to rename, reorder, or delete pages.

2. Configure Page Properties:

  • Branding: Add your logo, choose page colors, and configure headers.
  • Cover Page: Create a cover page for a professional look.

3. Customize Widgets:

  • Resize and reposition widgets for a clean layout.
  • Adjust data sources as needed to align with your reporting goals.

4.  Add Themes to Reports:

  • Open the Report Builder and click the + icon.
  • Go to the Theme tab in the left menu.
  • Select a predefined theme or create your own custom theme.
  • Themes apply seamlessly across the entire report or individual widgets.

5. Preview Your Report:

  • Send a preview to your email to ensure layout and data accuracy.

4. Scheduling and Sending Reports

1. Set Up a Schedule:

  • After saving your report, select Schedule.
  • Choose the frequency (e.g., daily, weekly, or monthly) and set the delivery times.
  • Configure the report to include specific date ranges, such as the last seven days or month-to-date. Add comparisons, such as previous periods, for more insightful analysis.

2. Select Recipients:

  • Add recipients, such as clients, stakeholders, or team members.
  • Ensure that email addresses are correct for successful delivery.

3. Date Settings:

  • Enable the "Use Widget-Level Date Settings" option if you want each widget to follow its own date configuration. Otherwise, disable this option, and all widgets will follow the global date range.

3. Delivery Options:

  • Choose between live previews or PDF snapshots of the report.
  • Before scheduling, send a test email to confirm the layout and content.

FAQ

1. What is the Custom Report Builder?

The Custom Report Builder is a fully customizable tool for creating, designing, and scheduling multi-page reports using a drag-and-drop interface.

2. Can I add multiple pages to a report?

Yes, you can add and organize multiple pages, with each page customized to display specific insights.

3. How do I brand my report?

Use the Page Properties settings to add a logo, set page colors, configure headers, and create a cover page.

4. Can reports be scheduled for automatic delivery?

Yes, reports can be scheduled for recurring delivery to selected recipients based on your desired frequency.

5. Can I add themes to my reports? 

Yes, themes can now be added to reports for a cohesive look. Choose from predefined themes or create a custom theme that applies to the entire report or specific widgets.

6.  How can I ensure accurate date ranges in my reports?

Simply enable the "Use Widget-Level Date Settings" option to ensure each widget retains its specific date range when the report is scheduled.

7. Does the custom reports feature provide a template library?

Yes, you can create, edit, and reuse custom report templates with the all-new Custom Reports Template Library.

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