new
Reporting
Dashboard
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.