Custom Reports

Where Do I Find My Custom Reports?

  • To access your Custom Reports, open the "Insights" tab from the navigation bar at the top of your account.

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  • Once you have opened Insights, click the Classic Reports button.

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On this page, you can find your Custom Reports just below the "Team Activity Report."

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Clicking on the 3 dots to the right of a Custom Report's title opens the action menu where you can edit, or duplicate the report.

If you have permission via your assigned Access Profile, you will also see the option to delete the report.

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Learn how to create a Custom Report here.