How to build a custom report

STEP 1

Click Reports & Analytics in the sidebar.

Step 1 screenshot

STEP 2

Click the Custom Builder tab.

Step 2 screenshot

STEP 3

Click + New report.

Step 3 screenshot

STEP 4

Enter a report name, choose a primary source, add an optional description, and choose a refresh schedule.

Step 4 screenshot

STEP 5

In the Data sources & fields panel, expand a source and check the fields you want — your choices are reflected in the Live preview on the right. Click Run report when you’re ready.

Step 5 screenshot

STEP 6

The report runs, showing your selected columns.

Step 6 screenshot

STEP 7

The new report appears in your saved reports list.

Step 7 screenshot

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