Sub Account Reporting: Custom Reports

We're beyond excited to introduce —Custom Reports. Now, you have full control to design, schedule, and share your reports exactly how you envision them.

👀 What’s New?

Custom Report Builder:
Fully customizable with a drag-and-drop interface, including widgets and elements, so you can design reports to fit your unique style.
Multi-Page Support:
Add multiple pages to a report, each tailored to specific insights, giving you the flexibility to present comprehensive analytics.
Page List Navigation:
Easily access, rename, and reorder your report pages with the page index for seamless organization.
Page Properties:
Personalize each page by adding your logo, changing page colors, and configuring headers. You can even include a cover page for that professional touch.
Report Scheduler:
Automatically generate and send reports to your clients, stakeholders, and team members on a recurring schedule. Set it up once, and it’s done!

👷 How It Works:

Go to the Reporting section and select "Custom Reports"
Start from scratch or convert an existing dashboard into a report.
Use the drag-and-drop builder to add widgets, customize elements, and configure your page properties, including logo and color settings.
Test your report by sending an email preview before finalizing.
Save and schedule it to be automatically sent based on your desired frequency.

⭐ Why it Matters:

Time-Saving Automation:
Automatically schedule and send reports, ensuring consistent delivery without manual effort.
Flexible Data Sharing:
Choose between live preview or download a pdf snapshots, giving you control over how insights are presented.
Enhanced Decision-Making:
Easily showcase key metrics and trends to drive informed decisions and optimize your business strategy.
Professional Presentation:
Create visually appealing reports that enhance the professionalism and credibility of your business.

⏭️ Whats Next:

Report Templates:
Soon, you'll be able to choose from pre-built templates to speed up report creation and customize them to fit your business needs.
Fully Editable Reports:
We're revamping the current reporting pages to give you complete control over customization, allowing you to edit and personalize every detail before sending them out via email.

📌 Important Note:

Availability:

Custom Reports are accessible on the $297 plan and above.

Click here for the detailed walkthrough video!