From a Template: Start with a pre-defined report, hand-crafted and recommended by us. These have pre-configured metrics, dimensions, and filters designed to answer common questions. You can easily make tweaks after selecting a template.

Build your own: Select a specific data domain but no pre-selected metrics or filters. This keeps the data in your custom report accurate by making sure related data is linked together.

Name (Required): Give your report a name so you can locate it later. This name will show up in your report file name.

Date Range (Required): Select your desired time range or create a custom date range.

Locations (Required): Selecting All locations runs the report against all locations you have access to. Choose Selected locations to choose specific locations.

Levels of Detail (Required): Select the level of detail you would like the report broken down by (e.g., by day, by location, etc.). For more details, see our Levels of detail guide and glossary.

Metrics (Required): Select the numbers you want to include. We have added Metric definition texts and clearer data labels to help you understand exactly what each metric represents as you build.

Filters (Optional): If there are specific levels of detail you want to exclude, you can create filters. Each requires the field name, the operation (e.g. equals, does not equal), and the value.

Remove blank rows: Check this box to automatically remove rows that contain only 0s.

Start of week: Configure the start of the week if it is not Sunday.

Start of year: Configure the start-of-year month if it is not January.

Email to: Add email addresses to be notified when the report is completed. This is highly recommended if you are scheduling a report.