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Create a smart report
Create a smart report
Tatum Savage avatar
Written by Tatum Savage
Updated over a week ago

How to create a smart report

Check out this video for a quick tutorial on using smart reports, then follow along with the guide below.

From any page in a campaign hover over the left sidebar then click Reports to open the Reports page.

Next click Create Report in the upper right hand corner of the page to launch the report creation wizard.

In the report creation wizard select Smart Report as the source for your report. This will create a report using the integrations you currently have connected to the campaign.

In the next step add a name for your report, then click create to generate the report.

After a few seconds the report will generate and you'll be brought to the report editor.

Here you can make any needed changes to the report like adding section backgrounds, or customize widgets.

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