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Create a custom report

Abstract

Create a custom report in Moosend from scratch or from a saved template.

Moosend lets you create custom reports by using a collection of widgets that display relevant data using charts and lists. You can either create a custom report from scratch or create it from a saved template.

Create a custom report from scratch

You can create a custom report by adding your preferred widgets to a blank template.

To create a custom report from scratch:

  1. On the menu bar, click Reports > Custom Reports.

  2. Click New custom report.

  3. Enter the name of your custom report and click Save.

  4. Click Add widgets.

  5. Use the left panel categories to navigate to the specific type of widget that you want to add and click Add.

  6. Click Save. Your custom report is now ready for use.

Create a custom report using a saved template

You can create a custom report using a template that you have previously saved.

To create a custom report using a saved template:

  1. On the menu bar, click Reports > Custom Reports.

  2. Click New custom report.

  3. Enter the name of your custom report and click Save.

  4. Under Your custom templates, find the saved template and click arrow.jpg to select the template. Your custom report is now ready for use.