Build a custom report

Custom reports let you share specific data with your team or clients. You can build a report from an existing dashboard and send it by email on a schedule.

Steps

1. Go to the More menu on the left rail.
2. Select Reporting.
3. Click the Custom reports tab.
4. Pick a dashboard and click Turn into a report.
5. Add text blocks or sections to explain the data.
6. Click New schedule to set up automatic emails.
7. Choose a Frequency like Daily, Weekly, or Monthly.
8. Enter Recipients as comma separated email addresses.
9. Click Send now to test the report immediately.

Good to know

• You can use the dashboard's date range or set a specific one for the report.
• You can delete a schedule at any time if you no longer need it.

Related

• Use dashboards
• Appointment and team reports