Custom reports are saved reporting configurations you can access quickly from the main menu. When you visit the Reporting screen and get your search and filter set the way you like, you can save those confirmations as a custom report that appears under Reporting in the left navigation.

The custom reports feature is available to all users, including account admins, buyer users, and publisher users in your account.

How to Create a Custom Report

Use the following steps to create a custom report:

1. Navigate to the Reporting screen and click Default.
   
2. Set the configurations in the Reporting Panel as desired for your custom report.
   
3. Enter a name for your report in the field at the top of the screen and click Save.
   
4. Select whether you want your saved report to be Personal so only you can see it in your account, or Shared so all account users can see the report. Then click Save.
   
   Tip: If a buyer user or publisher user saves a custom report as Shared, the report is available to other buyer users and publisher users. However, a buyer user or publisher user can see only reporting data related to their own account, even if they open someone else's custom report.  

You can return to your custom report by clicking the report name under Reporting in the left navigation:

How to Update a Custom Report

You can update your custom report and save the changes. Use these steps:

1. Open your custom report.
2. Adjust the reporting configuration (date range, filters, etc.) as you want.
3. Click the Update button.
   

How to Copy or Delete a Custom Report

When you open a custom report you previously saved, new buttons appear next to the report name. Use these buttons to create a copy of your custom report with the same settings or delete your custom report.