How to create report

Start in the campaign for which you wish to create the report, then navigate to the "Reports" module using the navigation on the left-hand side of your screen. Then, click the "Create Report" button in the upper right hand corner of your screen. This can be done from either the Scheduled or Unscheduled tab of the Reports page.

Create Report wizard

The "Create Report" wizard will appear. There are three steps to the wizard, where you'll choose the report source, create the title, and start the design respectively.

First, decide on your source. This determines how you will start the design of your report.

Choose from:

  • A blank report. This gives you a fresh design with nothing pre-configured.

  • A report template. This lets you start from either a template that you've created or a pre-configured template that we've made available.

  • An existing report. This allows you to clone an existing report from any campaign in your account as a starting point.

Then, add a title, then click "Continue".

Design Editor

Next, design your report, adding and configuring report sections and widgets as needed. See the "What's Next" section at the bottom of this article for links to articles that may help in completing your report design.

Once you've created the report, Save in the upper right hand corner. Continue to Save regularly as you make edits to your report.

When you're done editing, you can choose to Schedule the report via the Schedule tab at the top, or share this report by email, download it as a PDF, or share an email weblink.

What's Next

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