Overview
Our reporting tool includes a powerful customization feature that allows you to filter, sort, and organize data to fit your exact needs. This guide explains how to use each customization option.
Get a 30-second tour of these features in the video below, or scroll down for a detailed step-by-step walkthrough.
Step By Step Instructions
To begin, navigate to the report you wish to modify and click the Customize report button located in the top-right corner. This will open the customization side panel.
Filter Report Data
Filters allow you to narrow down the results in your report to show only the data that meets specific criteria.
Select the Filter tab in the customization panel.
Choose a data field to filter by from the dropdown menu.
Set the specific criteria for that field (e.g., select a specific date range or status).
You can add multiple filters to further refine your report data. The report will update to show only the results that match all the filters you have set.
Manage Columns
You can control which columns appear in your report and change their order to create the perfect view.
Select the Column tab in the customization panel.
To reorder columns, click and hold the grab handle icon (⋮⋮) next to a column name and drag it to your desired position.
To remove a column, click the delete icon (🗑️) next to its name.
To add a new column, click the Add column dropdown at the top and select a field from the list.
Sort Report Data
Sorting organizes the rows of your report in a specific order based on the column data.
Select the Sort tab in the customization panel.
Choose a data field to sort by and set the direction (e.g., Ascending or Descending).
You can add multiple sorting rules. The report will sort by the first rule, then the second, and so on, allowing for precise organization.
Group Report Data
Grouping combines related rows under a single, collapsible heading, which is useful for summarizing information.
Select the Group tab in the customization panel.
Choose a field to group by from the dropdown menu.
The report will automatically organize the data into sections based on the field you selected.
Add Calculations
Perform calculations on numerical data directly within the report, eliminating the need for manual work or exporting to a spreadsheet.
Select the Calculate tab in the customization panel.
Select a numerical or financial data field.
Choose the type of calculation you want to perform, such as Total, Average, Minimum, or Maximum. The result will be displayed at the bottom of the relevant group or the entire report.
Save Your Custom Report
After customizing a report, you can save your configuration for easy access in the future.
Once you have finished customizing, click the Save button.
Enter a descriptive name for your report in the pop-up window.
Click Save report.
Your new report will be available via the Saved reports tab.
Ready to become a reporting expert?
If you’re looking to move beyond the basics and master the full potential of your data, our deep-dive training is the next logical step.
While this guide covers the "how-to" of customizing views, our dedicated Learning Center course on Reporting provides a full video curriculum and interactive tutorials on advanced strategies for interpreting your firm's metrics and automating your insights.