Can I combine multiple reports into one?

No, you cannot combine multiple existing reports into a single report. You’ll need to create or customize each report individually.

Is there a limit to the number of custom reports I can create?

There is no limit to the number of custom reports you can create with Insights so you can create as many as you need to suit your business requirements.

Can I undo changes in a custom report?

Yes, you can undo changes by deselecting the filters or settings you no longer want in your custom report.

Create custom reports

In this guide, you'll learn how to create custom reports, helping you make informed decisions with data that matters most to you.

Customize the report view

Tailor your reports by adjusting how data is grouped, selecting which columns to display, setting the date range, applying default filters, and visualizing data with charts.

You can customize reports using the below filters:

Grouping:
Organize data based on specific criteria like service type, staff member, or client to analyze patterns and trends.
Columns:
Display only the data relevant to your analysis by including or excluding specific fields in the report view.
Date picker:
Define the time frame for your report, whether daily, weekly, monthly, or custom periods.
Default filters:
Automatically include or exclude data sets based on criteria like services, staff, or locations to focus on the most relevant information.
Charts:
Visualize your data with charts to easily spot trends, compare metrics, and gain insights. Various chart types are available.

Create new custom reports

Creating new custom reports allows you to tailor data insights to your specific needs.

From the main menu on the left of your screen, go to Reports.
In the top right corner, click on the Add button to create a custom report.
Use the search bar at the top to enter the name or description of the report you want to use as a template, and select the report. Click on the Continue button in the top-right corner to proceed.
In the next step, you can enter a new name and description for the report. By default, the template will have "copy" added to the report name so that you can tell them apart from the original.
Under Folder, use the dropdown to select a folder to save the report in, or create a new one by entering a folder name. If no folder is selected, the report will appear under the Custom section in your reporting.
In the top right corner, click on the Add button to save your report.
From the right menu tab, use the Customize menu to tailor the report to your needs. Open each filter tab and select the data you want to include, making sure the areas you’d like to see in the report are checked.
Once you have selected the filters, click on the Apply button at the bottom of the panel to run the report.

If you need to edit a custom report later, just open it and click the Customize button to expand the menu.

Customize standard reports

You can adjust existing reports to better meet your needs.

From the main menu on the left of your screen, go to Reports.
In the left menu panel, select Standard to view your standard reports.
Use the search bar at the top to enter the name or description of the report and click on the report you want to customize.
From the toolbar on the top right of your screen, select the Customize icon to customize the report.
In the right menu tab, use the Customize menu to tailor the report to your needs. Open each filter tab and select the data you want to include, making sure the areas you’d like to see in the report are checked.
Once you have selected the filters you would like to see in the report, click on the Apply button at the bottom of the panel.
From the toolbar on the top right of your screen, select the Save button to save the custom report.
In the pop-up, enter a new name and description for the report. By default, all duplicates will have "copy" added to the report name, so adding a description can help you tell them apart.
Under Folder, use the dropdown to select a folder to save the report in, or create a new one by entering a folder name. If no folder is selected, the report will appear under the Custom section in your reporting.
Click on the Duplicate button at the bottom to save your changes.