STEP 1
From Reports & Analytics, click the Custom Builder tab, then click + New SQL report.
STEP 2
Open the SQL query tab, enter a report name, add an optional description, and write your SQL query.
STEP 3
Click Preview to see sample results before saving.
STEP 4
Choose a data refresh schedule, then click Run report.
STEP 5
The report runs and saves automatically — from here you can edit it or export it as CSV.
STEP 6
Your saved SQL report appears in the list, with quick actions to run, edit, duplicate, or delete it.
