Mastering Custom Reports: A Step-by-Step Guide

Today, I am excited to share how you can take full control of your data by creating custom reports directly from your dashboard. Whether you are building a dashboard for yourself or a client, customizing the information that appears will ensure that only the most relevant data is easily accessible every single day.

Building Your Perfect Dashboard

We all know how flexible dashboards can be. You can edit, add, and customize various widgets to cater to specific data needs. For instance, on our dashboard, we've incorporated robust elements like opportunity status, opportunity value, conversion rates, funnel steps, task distribution, and even insights from Google Analytics. Such customization enables useful insights right at your fingertips.

The Power of Custom Reports

Beyond just seeing data in a dashboard, some of us or our clients may prefer receiving a structured report on a regular basis, like monthly updates. Here’s how you can create your very own custom report. Start by navigating to the reporting tab, then select ‘new report.’ You can either build from blank or leverage all the information already in your dashboard to craft your report effortlessly.

Step-by-Step Custom Reports Creation

First, import the dashboard analytics to create your report. This process generates a cover page with all your pre-selected widgets. You can add new widgets, additional pages, and further customize each element to suit your needs. Once set up, save and export your report. You even have the power to schedule these reports, choosing a timeframe like daily, weekly, or monthly with just a few clicks.

Designing from Scratch

For those who love a hands-on approach, crafting reports from scratch is also an option. Soon, we’ll have templates to make this even simpler and the ability to clone existing reports. Starting from an untitled page, you can add widgets of your choice, whether it be a funnel or appointment count. Customize your charts—be it a pie chart, line, or bar—according to your needs.

Maximizing Report Utility

Imagine embedding additional elements such as videos or third-party reports within your document. It’s not just about the data; it's about presenting it in a way that’s comprehensive and engaging. Once your details are in place, export, save, send, and schedule your report.

Engaging with Our Community

If building these reports seems daunting at any point, our community is here to help. Join me in open office hours via the events calendar, or explore our comprehensive resources available on myvisionagency.com. From reseller programs to powerful software bundles, we offer tools to help you make your vision a reality.

Thanks for joining me today. Let this be your guide to mastering custom reports. I look forward to assisting you in the open office hours. Go forth and turn your vision into a reality! See you soon.