Custom Reports are saved reporting configurations that can be quickly accessed from the main menu under "Reporting". Custom Reports can be created and saved by all users.

How to Create a Custom Report

To save your current reporting configuration as a Custom Report, navigate to the top of the Reporting interface, give your report a name and click Save.

You can save your report as Personal or Shared. The Personal view can only be viewed by the user who created it. Alternatively, the Shared view will allow other account admins to see the report.

Custom Reports can be created by any user and will appear under the Reports tab in the menu panel.

How to Update a Custom Report

Update a Custom Report by adjusting the reporting configuration (Date Range, Filters, etc.) and clicking Update Report under Edit Filters.

How to Delete a Custom Report

To delete a Custom Report, navigate to the Report and click the Delete icon.