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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. 

 

BYOreport

Need More Info? See Topics to your left or contact our support team at support@linktrust.com!