How to Create a Custom Report

How to create and view a simple custom report, and then export the list as a PDF or CSV file.

Open the Custom Reports Panel

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From your Dashboard menu:

  1. Click on Reports
  2. Click on Custom Reports

Create a New Report

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Click on the grey Add Customer Report button

Choose the Type of Report you would like to Create

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  1. Click on the appropriate radio button for the type of report you would like to create. In this case I am going to choose to create a report for Contacts Only.
  2. Click the blue Next button to proceed to the next tab.

Choose the Fields You Would Like to View in the Report.

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  1. Click the check boxes to select which fields you would like to see in your custom report. You can check as many as you like, but please note you must check at least one field before you can proceed.
  2. Click the blue Next button to proceed to the next tab.

Choose Your Filter Criteria

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You an add filters to your results. There are five different drop-down menus that will allow you to filter the results in your report.

Choose Your Filters

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Click on a Filter drop-down menu to choose a filter option.

Note: You can also type 'True' or 'False' in the text box for filter options such as the Double Opt-in Status filter.

Generate the Report

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  1. Click on the blue Generate Report button.

Export the Report

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At the bottom of your new report you will see a grey button labelled Export Report. Click on this button and a drop-down menu will appear.

Choose Your Export Option

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You can choose whether to export the report as a PDF file, or in spreadsheet form as a CSV file.

  1. Click on your chosen file option
  2. Click on the blue Next button and your report will automatically download.
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