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Create Reports

Overview

The Customer Report Builder is a visual design tool for analytics. With it, you can customize any report in the UI to suit your needs. You can also create new reports using any variety of visuals in the form of widgets, including data widgets, meters, pie charts, bar graphs, line graphs, and tables.

Steps

  1. Select + Create Report in the top-left corner of your dashboard.

  2. Select a Template, which allows you to start entirely from scratch with a Blank Template or adjust one of the pre-existing template reports.

  3. Rename it in the top-left corner, and then click the blue Create Report button in the top-right.

    Once this is complete, you will brought to the new report in the My Reports section of your reporting dashboard.

  4. You'll then see an Edit Report button in the top-right corner of the report, allowing you to make the edits you see fit.

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