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Create custom reports
Create custom reports
Get detailed insights tailored specifically to your business needs. Learn how to create custom reports, helping you make informed decisions with data that matters most to you.
Getting started
You can start with an existing report as a base and tailor it to your specific needs. Before customizing a report:
- Upgrade to the Insights add-on.
- If you’re a team member, request permission for Access reporting and Access new reporting & insights.
Customizing 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.
Creating new custom reports
Creating new custom reports allows you to tailor data insights to your specific needs.
- Desktop
- Mobile
To create a new custom report:
- Open Reports and select Add new in the top right corner.
- Choose a report template and click Continue.
- Enter a Report name and add an optional Description.
- Select a folder to save the report, or create a new one by entering a name in the Folder field. If none is selected, the report appears under Custom.
- Click Add to save your report.
- Adjust the report using the Customize menu.
- Click Apply.
To create a new custom report:
- Open Reports and select Custom from the list.
- Then tap Add (+) in the top right corner.
- Choose a report template and tap Continue.
- Enter a Report name and add an optional Description.
- At the bottom of the page, select a folder to save the report, or create a new one by entering a name in the Folder field. If none is selected, the report appears under Custom.
- Tap Add to save your report.
- Adjust the report using the Customize menu.
- Tap Apply.
If you need to edit a custom report later, just open it and click the Customize button to expand the menu.
Customizing standard reports
You can adjust existing reports to better meet your needs.
- Desktop
- Mobile
To customize an existing report:
- Open Reports and select Standard reports.
- Click on the report you want to customize.
- Select Customize and use the menu to set your preferences, then click Apply.
- Review your new report.
- Click Save to enter the Report name and Description.
- Select a folder to save the report, or create a new one by entering a name in the Folder field. If none is selected, the report will appear under Custom.
- Click Duplicate.
To customize an existing report:
- Open Reports and select Standard from the list.
- Tap on the report you want to customize.
- Select the three dots in the top right corner, and then Customize.
- Use the menu to set your preferences, then tap Apply.
- Review your new report.
- Tap the black Save button and enter the Report name and Description.
- Select a folder to save the report, or create a new one by entering a name in the Folder field. If none is selected, the report will appear under Custom.
- Tap Duplicate.
FAQs
Can I combine multiple reports into one?
Is there a limit to the number of custom reports I can create?
Can I undo changes in a custom report?