Creating / Copying reports

You can either:

  • Create a new report from scratch

  • Tweak an existing report and save it as a new report

The latter approach is easier, but it requires having an existing report that is close enough to the desired report that you have in mind.

Creating a report from scratch

  1. Open the Explore page‚Äč

  2. Add desired fields, filters, sorting, subtotals, etc...

  3. Click Save and provide a name for your report

Tweak an existing report

  1. From the Reports page, click the report you want to start from

  2. Press the Edit button

  3. Tweak the report fields, filters, sorting, subtotals as desired

  4. In the menu, click Save as... and provide a name for your new report