Custom Reports

This feature is only available to administrators using SmarterTrack Enterprise.

Custom Reports allow you to combine data from multiple standard reports into a single, focused view that highlights only the information you need. By selecting specific metrics, dimensions, and display formats, you can build personalized reports that uncover meaningful insights and make it easier to deliver the right information to the right people in your organization. Once created, reports appear in the Custom Reports area and can be used just like any standard report, they can be exported, scheduled, or emailed to key stakeholders, helping streamline analysis, improve decision-making, and save time.

Creating Custom Reports

Follow these steps to create a custom report:

1. Log in to the SmarterTrack management interface as a System Administrator.
2. Click the More button, then nagivate down to the Reports link in the drop down menu.
3. Click on Manage Custom Reports in the left navigation pane (towards the very bottom).
4. Click the Add button in the toolbar.
5. In the Custom Report tab, type the name of the report and select the Default Date Range of the data for which the report covers.
6. Click the Report Items tab.
7. Click the Add button from the toolbar.
8. A Report Item modal will appear, allowing you to choose the report item, set a display name, define the date range, select the number of rows, apply sorting, and pick a chart type.
9. To specify the report items that you want to include in this custom report, select the appropriate report items from the list.
10. Click the OK button.
11. To add more report items, repeat steps 7-9 until complete.
12. Once your new Custom Report is configured, click the Save button.