Steps
1
Open Custom Reports
Go to Reports and Admin → Reports → Custom Reports, then click Create Custom Report.
2
Choose the report type
Pick Data report to build a custom tabular report with your choice of raw data fields, or Summary report for a pre-configured dashboard summary.
3
Build with raw data and filters
Select your source data, add the fields you need, and apply filters — all from inside Custom Reports, without switching modules.
4
Set a delivery schedule
Turn on scheduling and choose a frequency — daily, weekly, monthly, or quarterly.
5
Select the audience
Add the recipients or target audience (for example, BU heads, HODs, or managers). Reports are then delivered automatically, with no manual export.