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Create a new custom report

This guide shows you how to create a new custom report on the Insights platform.

Stephanie Desveaux avatar
Written by Stephanie Desveaux
Updated over 4 months ago

To create a new custom report on Insights, follow these steps:

  1. From the left hand menu, click Custom Reports.

  2. Select New Report.

  3. Complete the following items on the form:

    • Title.

    • Folder: This is optional.

    • Access Group.

  4. Click Create Report.

  5. To customise your report, in the top right, click the Edit icon.

  6. To build your report with widgets, click + Add Widgets.

  7. Click Save.

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