> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://eclincher.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to add Custom Analytics Reports

# Creating Custom Analytics Reports: A Step-by-Step Guide

Custom Analytics Reports let you build tailored views of your social media performance. Here's how to create one.

## Getting Started

1. Open **Analytics Reports** from the left-side panel menu.

2. Click the **Add** button next to **Custom Reports**.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/image_woqw1r.png)

3. A pop-up window will appear where you can configure your report.

## Setting Up Your Report 

**Step 1:** Enter a name for your report (required).

**Step 2:** Select the Brand you want to pull social media profiles from. If your plan does not include Brands, skip this and move to Step 3.

**Step 3:** Choose a report category:

* **Profiles & Pages** lets you select one social media profile and view the charts and graphs available for that channel.
* **Profiles & Pages** Comparison lets you select multiple profiles within the same platform to create a comparison table.
* **Cross Channel Report** lets you select profiles from different platforms to compare them side by side.
* **Facebook/Google Ad Accounts** displays the available charts for your connected Ad accounts.
* **Inbox Analytics** lets you select profiles within your account or brand and access Inbox performance charts.
* **Inbox Multi Brand Analytics** lets you compare inbox performance across multiple brands. This option is available only for plans with Brands.

**Step 4:** Select the social media profile(s) you want to include from your connected accounts.

**Step 5:** Drag and drop the metric charts you want in your report. The data shown will reflect total values based on your selected date range.

**Step 6:** Set the date range for each metric.

**Step 7:** Click **Save** to generate your report.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/image_v0iroa.png)

|| NOTE: The Custom Report settings include a Note field, but anything entered there is for your internal reference only and will not appear in the final report.

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# Managing Your Custom Reports

Once you've created a report, you can manage it from two places: the Custom Reports list view and from inside the report itself.

## From the Custom Reports List View

Click the **vertical three dots (⋮)** next to any report to access these options:

1. **View** opens the full report with all charts, graphs, and details.
2. **Edit** lets you update the report settings.
3. **Schedule** sets up automatic report generation on a recurring basis.
4. **Duplicate** creates a copy of the report.
5. **Reload** refreshes the data, which is helpful after recent updates to connected profiles.
6. **Export (CSV / PDF)** downloads the report in your preferred format.
7. **Delete** permanently removes the report. This action cannot be undone.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/image_4zysfm.png)

## From Inside the Report

When viewing a report, click the **Options** button to access:

1. **Edit** to update report settings.
2. **Schedule Report** to set up automated generation.
3. **Export (PDF / CSV / Google Sheets / Google Slides)** to download in your preferred format.
4. **Restore to Default** to revert settings to the original configuration.

![](https://storage.crisp.chat/users/helpdesk/website/-/1/a/4/a/1a4ad23334901a00/image_1a89hi7.png)

|| NOTE: Hover over any chart or graph to reveal additional action icons. From there, you can edit the title, change how the graph displays, and add notes that will appear in the report.

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If you have any additional questions or need further assistance, please don't hesitate to reach out to us. Our **Support Team** is always here to assist you.

Thank you,
**The Eclincher Support Team**