Help Center & Community

Building Custom Reports

The Custom Report tool allows you to take full control of your data by building out a report with only the demographic elements that are important to your organization's mission.

 


 


 

Insights_Custom_Reports.png

Building a Custom Report

  1. Click Insights from the top menu, then click Reports from the drop-down
  2. Hover over the Report title, then click New Custom Report at the top of the list 
  3. Add a Report Title and Description that are unique to your report
  4. From the sidebar on the left, under "Chart Options" click to expand any Audience Filters Categories to expand, then click on any Audience Filters you want in the report
  5. In the main report area, click either...
    • Click to Add Chart to New Row to add the Chart on a new row in the Report
    • Click to Add Chart to add the Chart on the same row as the chart next to it
  6. In each chart module, configure the Chart settings and click the Okay button to save it
  7. Repeat steps 4-6 to add as many charts to your report as you'd like
  8. When you're finished, click the green Save Report button in the top right save-report-button.png
Was this article helpful?
1 out of 1 found this helpful
Have more questions? Contact Us for Help