How Do I Create a Custom Report in Analytics?

Note: To use these features, your plan must include Analytics Enterprise. Contact your account representative to upgrade.

To build a custom report manually, click on the + New button in the top right corner.
- This will take you to the report workbook.

On the next screen, you can select field options from the menu on the left, or type a prompt into the text box to use the AI to help you build a report.

- Fields that are included in other reports will appear in green text in the field menu.
You can add additional pages to your report by clicking the + button in the bottom left of the screen.
To save your report to your dashboard, click on the Dashboard button in the top right corner.
Here, you can add your report to a folder to organize your reports. Click on the save button in the bottom right corner.
Once your workbook is saved, it appears as it will in the dashboard.
Return to editing the report by clicking the workbook button in the top right on the dashboard screen.
Once you have finished editing your report, click publish at the top of the screen to make it available.

To build a report with the AI Agent, type a prompt into the text box.
The AI will generate the report information which you can adjust through further prompts.
- For prompt ideas, click here.

To save your report to your dashboard, click on the Dashboard button in the top right corner and select the save button at the bottom of the window.

Learn how to build a custom report in Analytics or use the Analytics AI to help you build it.