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 ‘More’ and under the ‘Date’ heading 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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