Create custom reportsLast updated on 09/06/2022
You can create custom reports for all aspects of your business with the Report Builder. Using templates with customizable columns, you can track marketing costs, payroll, purchasing, payments, and more. You can also control who has access to your reports.
Things to know
You’ll need the correct reporting permissions to create custom reports. Contact your account administrator to update your permissions.
You can share reports with office employees as long as they have viewing permissions for the template the report is based on and the category assigned to the report.
Hover over the Info icon for a template or report column to see a brief description.
Create a report
Go to the navigation bar and click Reports.
Click Create Report.
The Report Builder opens.
Choose a report type to see related templates. For example, if you’re building a report on marketing campaigns, click Marketing. Or, click All to view all templates.
A list of related report templates displays.
Under Select a report template, click a template to use for your report.
A list of columns available for the selected template displays.
Tip: Click the Question mark icon next to the template name for a detailed description.
Under Columns to be displayed in the report, select which columns you want to include in your report. You can always add and remove columns later.
Tip: Enter a few letters of the column you’re looking for in the search bar to find it.
When you’re done selecting columns, click Next. Set Details opens.
In the Name field, enter a name for your report.
Click the Category dropdown and select a category where you want your report to be listed.
Tip: Use the Description field to add a description.
You can set sharing settings for your report. Or, if you’re done, click Save.
Note: All office employees can view or edit your report as long as they have permissions to view or edit both of the following:
The template the report is based on
The category the report is assigned to
For example, if a campaign summary report is listed in the Marketing section, an employee who has access to view campaign summary reports, but does not have access to reports in the Marketing section is not able to view the report.
Add sharing settings
While creating a custom report, after adding a report name and selecting a report category, you can set who can access your report in the Sharing section:
Click the View Only dropdown and select the office employees you want to run your report.
Tip: Type the first few letters of their name to filter the list. If you don’t see the office employee you’re looking for, they may not have the proper reporting permissions.
Click the View and Edit dropdown and select the office employees you want to view and edit your report. Their names are automatically added to the View Only dropdown.
Deselect Share this report for view/edit with all other users whose permissions allow them to view/edit this type of report.
When you're done, click Save.
Want to learn more?
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.