How to create a new report

To create a new report, go to Reports (top bar) and use the New Report + button (left sidebar, at the top).

This will bring up a list of options for report type, as shown below. Select a report type, then a time period and comparison option to display.

Rename the report (box at top left, next to sidebar), then Save it (button at bottom left, in sidebar).

In a consolidated company, you will also have a choice of reporting by country/entity

Where tracking codes are used, you can also select a Tracking Codes report here. See more about Tracking codes reporting in this article.

Selecting “Advanced Options” will bring up a more extensive menu of column and customization options, as shown below. 

Read more about column configuration in this article.

Read more about row configuration in this article.

Remember to Save the report

Updated on June 6, 2023
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