Can I really Build My Own Reports?
Yes! Build Your Own Reports the way you & your teams need to see data. Or try any of our pre-built System Reports. Read on for details.
How do I build my own reports?
Login and in the left sidebar menu, click Reporting. The Reporting menu offers:
-
Custom Reports
Build Your Own Reports.- Click the “+ New Report” button at the very bottom of the Reporting menu;
- You’ll see a Date Picker across the top as well as icons at the top right;
- Report Levels Icon - open the Levels pop-up then click ‘Add Level’ - both of the following parameters are required:
- Select a Dimension - eg, CampaignID or TransactionID
- Select a Data Type - eg, Performance Stats or Listing data
- Columns Icon - determined by your selection of Levels, you’ll see a default set of columns plus other relevant columns that can be toggled ‘On’
- Filters Icon - open the popup and you’ll see an initial suggested filter ready to be configured; you also can add additional filters by clicking ‘+ Add Filter’
- Sort Icon - open the popup then click ‘Add Sort’ to configure the way you want to sort data.
- Report Levels Icon - open the Levels pop-up then click ‘Add Level’ - both of the following parameters are required: