Curate your own reports within the portal and save your customized settings to easily access them.
Our Reports tool in the platform is robust - we know! But it allows you to build your own custom reports to make data summarization more simple.
The Report Generator pulls reports within the platform that include graphs and visual key metric data points. The reports can also be customized from the cover page options when you need to share or present the information to your teams.
The customizable options shown in the video below give you flexibility with choosing which results to include and how to summarize them on your report. If there’s information you don’t need, you can simply uncheck those options so they’re left off the report.
You can filter data by actions and even drill down by target attributes such as click rates by department, too!
And once you curate your custom report, you can save it so that you can easily pull the same criteria on the next report you need - a great way to keep your monthly or quarterly reporting accessible and consistent!