Articles on: Analytics and Reporting

How to add Custom Analytics Reports

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


To create Custom Analytics Reports, follow these simple steps:


  1. Go to Analytics Reports from the left-side panel menu.
  2. Click the Add button next to Custom Reports.



  1. A pop-up window will appear where you can configure your report based on your preferences.


Here’s how to complete the setup:


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


Step 2: Select the first account you want to include for comparison from your list of connected accounts.


Step 3: Select the second account for comparison from the same dropdown list.


Step 4: Choose the specific metrics you want to include in your custom report. (Note: The data shown will reflect the total values based on your selected date range.)


Step 5: Set the date range for each metric to pull the relevant data.


Step 6: Once everything is set, click Save to generate your report.



The Note inside the Custom Report settings will not be displayed in the report.





After creating a Custom Report, you can manage it in two areas: the Custom Reports list view and inside the report itself.


Custom Reports List View (⋮ More Actions)

Click the vertical three dots (⋮) next to the Custom Report to access the following options:

  • View – Redirects you to the report where you can view the charts, graphs, and full report details.
  • Edit – Allows you to update or modify the Custom Analytics Report settings.
  • Schedule – Lets you automatically generate reports at regular intervals based on your preferred schedule.
  • Duplicate – Creates a copy of the selected report.
  • Reload – Refreshes the data in the report, useful when there are recent updates or changes to the connected profiles.
  • Export (CSV / PDF) – Exports the report data in either CSV or PDF format.
  • Delete – Permanently removes the Custom Report. This action cannot be undone.




Inside the Report (Options Menu)

When viewing the actual report, click the Options button to access the following actions:

  • Edit – Update the Custom Report settings.
  • Schedule Report – Set up automated report generation.
  • Export (PDF / CSV / Google Sheets / Google Slides) – Export the report in your preferred format.
  • Restore to Default – Revert the report settings back to default configuration.




NOTE: By hovering your cursor over the chart/graph, you will also see additional action icons. From there, you can edit the title of each chart/graph, change how the graph is displayed in the report, and add notes to the chart/graph, which will then be shown in the report.



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

Updated on: 20/05/2026

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