How to Customize an Admin Report

Article Topics: Reports

You can save your current search filters, date range, data breakdown, and even your default Focus into a new custom report for quick access in the future.

You can also save as many reports as you like. For example:

• Create a Profit and Loss report for a specific Affiliate Group, broken down by affiliates, for the last 90 days, using a focus on specific data about their sales.

• Create a Profit and Loss report for a specific Site and a specific Biller, using a focus with specific data about negative transaction types.

Saving a Custom Report

Navigate to the report you may want to save. For example, the Profit and Loss report.

• Change your search filter, breakdown, etc., to what you would like to include in your report.

• Click the Save Report button at the top right of the page. A modal window will appear:

Once saved, the new report will be added to your report navigation list. And if you marked your new report as a Favorite, you will see a quick link to the news report at the top of the report navigation list.

Updating a Custom Report

You will be able to use your custom report just like any other report in your system. You can:

• Change the filters

• Update the date range

• Switch to a new focus

If you change a setting when on a custom report, you may see a change to the buttons on the top right side of your report page. For example:

This will let you know of a change to the report and allow easy access to review the changes, save the changes without review, or save your report as something new.

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