Custom reports
Sometimes the standard reports don't quite capture how your organization measures success. Custom reports are bespoke dashboards built specifically for your organization, tailored to the metrics, dimensions and views that matter most to you.
They appear right alongside the template reports in Insights, so your team works from one familiar place — no separate tool, no extra login.
How it works
Custom reports are configured for your organization and then made available in your Insights menu. Because they're scoped to your organization, only your team sees them, and they reflect only your data.
Open your custom report
Go to Insights → Custom Reports and choose the report you need.
Set your date range
Use the same date controls as every other report to frame the period.
Explore
Read it just like a standard report — the layout and content are tailored to your organization.
Built with your team
Custom reports are set up in partnership with your account team. If you have a view you wish existed — a specific scorecard, a blended metric, a tailored dashboard — that's exactly what custom reports are for. Reach out to discuss what you'd like to see.
If you'd rather build and arrange visualizations yourself, the Charts workspace lets you create custom charts on your own, while custom reports are crafted for you.