Creating a new Report - Custom Template

There are two options available to create a new Report, 'Use a Template' or 'Create a NEW Report'

NOTE - Before creating a Report, please ensure you have linked your Integrations to the Client 

Select ‘Clients’ from the menu on the left hand side of the page, then 'View / Edit ' the Client you wish to work with:


Select the 'Reports' tab, and then on the right hand side of the page 'Create New Report':


 First, enter your new Report name and confirm by clicking 'Create'


A blank Report template will then be presented

Selecting 'Add Widgets' and the Integration of your choice, will present the full list of all metric widgets to select and add to your new Report:



Once widgets have been added, your new Report can be saved and then a date range can be applied

At the top right of your new Report is the date range selector, clicking this field presents a pop up to select the date range you wish to include. 'Apply' your chosen range and the Report will update:

 

NOTE -  If you click on the 'Reports' tab while viewing your new Report, you will be redirected to the complete list of all Reports that have been run, and your new Report will be displayed at the top of the list

NEXT STEP - Editing a Report

NEXT STEP - Sharing a Report by PDF / Link or Scheduling Reports