Creating a new Report - Using a Predefined 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':



Next, selecting 'Use a Template' will display a list of all our available predefined templates for the Integrations selected for the Client

NOTE - Clicking 'View' next to the template name or 'Preview' at the bottom right will open a demo Report of that template

To create a new Report, first select the chosen template and click 'Choose this Template' highlighted in the red square below. Your new Report will be generated:



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. Click 'Apply' to 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