Skip to main content

Create a new custom report

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

Written by Xanthe Jackson

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.

Related Articles
Did this answer your question?