❖ Heads up! This article is intended for Site Managers.
By the end of this article, you will be able to:
Determine when to request a Custom Report
Submit a complete and detailed Custom Report request
Understand what to expect after submission
Your site includes more than two dozen Standard Reports.
If you need data in a different format or with additional fields, you can request a Custom Report.
When to Request a Custom Report
Submit a request if:
The data you need is not available in Standard Reports
The data exists but is not formatted the way you need
You need specific columns or custom field groupings
Custom Reports are designed to bridge gaps in reporting needs.
How to Request a Custom Report
Open the Message Widget in the bottom-right corner of your Site Manager dashboard.
Request to speak with a human.
Submit your report details.
Custom Reports are fee-based, but we'll chat more about that when you message us through the widget!
What to Include in Your Request
Provide as much detail as possible to ensure accurate results.
Include:
Desired report name
Specific data points to include
Columns you want featured
Preferred column names (if applicable)
Any formatting preferences
The more details you provide, the more accurately your report can be built.