Jump into a folder or search to view or download a report anytime (Media, Reports and Tools only).

Step 1 – Go into the folder you want a report for, or run a search if you need an ad hoc report.

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Step 2 – Click ‘Reporting’, on the right of the screen.

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Step 3 – Click ‘Create report’.

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Step 4 – Select the options you want from the ‘Create report’ tab.

Select template – You can have a logo or image at the top of your report. Choose the one you want from the drop down. Here’s how to create a template.

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Format – Click on the format you want to get the report in, a green tick will show you which one is selected. Depending on your choice the options below will update.

  • HTML reports appear in the body of the email so are smartphone and tablet friendly and can be edited.
  • PDF reports are a print friendly format that are delivered as an attachment.
  • CSV reports give you the raw data and can be opened in any spreadsheet application for editing.

create-report-format

Report options – Click to add and remove the sections you want/don’t want included in the report, a green tick will show you which ones are selected.

Choosing from the wide range of report options lets you tailor reports to their different purposes. Here’s a summary of each of the different sections you can choose to include in your reports.

  • HTML and PDF report options

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  • CSV report options

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Choose period – Choose the period for the report from the drop down menu.

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  • To set a custom period for your report, click to expand ‘Filters’, click ‘Date’ and click ‘Custom’. Enter the dates you want using the calendar or simply type them in.

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Choose action – Choose whether you want to view the report or have it emailed to you.

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Step 5 – Click the ‘Create report’ button.

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  • HTML reports will open so you can view them in a new tab and click ‘Email report’ to send it to yourself. PDF and CSV reports will download.
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