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How to create custom reports

In this how-to guide, you'll learn to create custom reports by navigating the insights dashboard, selecting activity metrics, and applying filters to tailor the report to…

victoriaworkflowsvictoriaworkflows
·16 Schritte·64 Aufrufe·Veröffentlicht

In this how-to guide, you'll learn to create custom reports by navigating the insights dashboard, selecting activity metrics, and applying filters to tailor the report to specific users. Follow the detailed steps to efficiently generate and save your personalized report for better data analysis.

Step-by-step Guide16 Schritte

  1. Click Insights

    Click Insights
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  2. Click Create

    Click Create
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  3. Click Report

    Click Report
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  4. Click Activity

    Click Activity
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  5. Click How many activities were added, completed or planned?

    Click How many activities were added, completed or planned?
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  6. Click Continue

    Click Continue
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  7. Click This month

    Click This month
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  8. Click This week

    Click This week
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  9. Click Add filter

    Click Add filter
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  10. Click Assigned to user

    Click Assigned to user
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  11. Click Kayla D

    Click Kayla D
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  12. Click Victoria A

    Click Victoria A
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  13. Click on "Click here."

    Click on "Click here."
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  14. Type "New activity report Victoria A" in New activity report

  15. Click Save

    Click Save
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  16. Click Save

    Click Save
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