Custom Reports

Custom Reports

Custom Reports

In Back Office > Reporting > Custom Reports you can create custom report presets and run multiple reports at the same time. You can also have custom reports automatically emailed.


Add Report -- Click to add a custom report preset

View -- Click to run an existing custom report preset

Configure -- Click to modify the custom report settings

Email Setup -- Add email recipients for the report


Adding a custom report:

  • Click Add Report
  • In Edit custom Report panel:
    • Name -- Give the custom report preset a name
    • Tables -- Select the reports that will form the basis of the custom report
    • Filter By Time -- Set a time range for the reporting data
    • Select Date Range -- Select a preset date range (Today, Yesterday, ect.) or select Custom to specify a date range
    • Select Days --Set the days included in the report (grey is deselected).





Adding Tables

Tables are drawn from the existing reports in Back Office and form the basis for your custom report.


To add a table:

  • Click the Add Table button to select a report table from the menu
  • Remove a table by clicking the red X on the right
  • Change the table order by clicking and dragging the handle on the left.



Selecting Report Columns

For the tables selected for the custom report, you can choose which columns to include.

  • Click the table name under Tables
  • Select the columns from the table to include in the custom report.



Viewing Custom Reports

Click the View button next to the report name to view the report. The report will run based on your configuration settings.


To download the report, select one of the three download format buttons, CSV, PDF, or Excel.



Email Setup

You can run and email custom reports automatically.


  • Click the Email Setup button
  • In Edit Custom Report Emails Panel
    • Recipients -- Type in email addresses to send the report. Separate multiple email addresses with a coma.
    • Email Schedule -- Choose from the menu how frequently the custom report will be sent





NOTE: Emailed custom report links are valid for 90 days. Download the report before the expiration. If the link is expired you will receive an "Access Denied" message.















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