Create Custom Reports

As a first step, you need to create custom reports.

You can create a custom report using the Create a Custom Report page. You can select the report type and the organization for which you need a report. After that, you can add columns to the reports.

How to select a report type

Analytics provides various report types. You can select a suitable report type for your report.

Step 1: On the Analytics homepage, click Create a Custom Report.

The Create a Custom Report page is displayed.

Step 2: Click the report type in the filter display.

Step 3: Select the appropriate report type.

The selected report type is displayed.

How to select an organization filter

You can use the organization filter to choose the required organization for which the report is needed.

Step 1: On the Analytics homepage, click Create a Custom Report.

The Create a Custom Report page is displayed.

Step 2: Click the organization name in the filter display.

Step 3: In the organization name list, select the appropriate organization name.

You can also search for the organization's name. Type the first few characters of the organization that you need to search for. Analytics populates the matching results.

The organization filter is updated in the filter display.

Select the check box next to the organization name to include child organization subscriptions in the results. Click to clear the check box to exclude child organization subscriptions.

How to add columns

You can add selective columns to the report.

Step 1: On the Analytics homepage, click Create a Custom Report.

The Create a Custom Report page is displayed.

Step 2: In the menu, click Columns.

The list of column properties is displayed.

You need to expand some properties to add columns or sub-columns.

Step 3: Select the column that you need to be displayed for your custom report. The column is displayed in the custom report area.

There are certain column names that have a box. Type the first few characters of the column fields that you need to search. Analytics populates the matching results, select the column fields that you need to be displayed for your custom report. For example, if you need to display a custom profile field in a custom report. Analytics populates matching results such as Birthday, Id Number, and other custom profile fields.

How to add filters

You can set the filters for the data in the columns.

Step 1: On the Analytics homepage, click Create a Custom Report.

The Create a Custom Report page is displayed.

Step 2: Do one of the following steps:

Option 1: In the upper-left corner, click the icon to view the flat report.

Option 2: In the upper-left corner, click the icon to view the aggregate report.

Step 3: Select the appropriate report type and organization filter.

Step 4: In the menu, click Filter.

The list of filter properties is displayed.

You need to expand the properties to add filters.

Step 5: Select the filter condition and then in the box, type the filter data.

Step 6: Click the icon to add a filter to the custom report.

A new filter condition is added to your custom report and is visible in the custom report title bar.

For more information on creating a custom report, see:

Create Custom Reports

You have selected report type and organization, added a column, and added filters. Now that you have selected the filter, you can schedule a report to run at a particular time.

For more information on scheduling, see:

Schedule Reports

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