Table of contents
  • Why Use Custom Reports?
  • Creating a Custom Report
  • Scheduling Reports
  • Exporting & Sharing Reports

    • How to Set Up and Use Custom Reports & Analytics

    Last updated February 18, 2025

    Why Use Custom Reports?

    Custom reports allow you to analyze usage trends, performance metrics, and customer insights tailored to your business needs. With our analytics tools, you can:

    📊 Track key performance indicators (KPIs)

    📅 Schedule automated reports for your team

    📥 Export data in multiple formats (CSV, PDF, JSON)

    Creating a Custom Report

    1. Go to Analytics > Reports.
    2. Click “Create New Report” and choose a template or start from scratch.
    3. Select data sources (e.g., user activity, sales, support tickets).
    4. Apply filters to refine your report (e.g., date range, user segments).
    5. Click “Generate” to preview the report.
    Tip: Save your report for quick access next time.

    Scheduling Reports

    To receive reports automatically via email:

    1. Open a saved report.
    2. Click “Schedule” and choose frequency (daily, weekly, monthly).
    3. Enter recipient emails and set a delivery time.
    4. Click “Save Schedule” to activate.

    Exporting & Sharing Reports

    • Export to CSV for raw data analysis in spreadsheets.
    • Download as PDF for presentations or sharing.
    • Send via Email to team members directly from the platform.

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