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Custom Reports: Site Managers

Information for Site Managers about Custom Reports

Brittany Crow avatar
Written by Brittany Crow
Updated over 2 weeks ago

❖ Heads up! This article is intended for Site Managers.

Your site provides more than two dozen reports to meet your reporting needs! But if you’re looking for something more tailored, you can always request a Custom Report by contacting us through the Messages Widget in the bottom right-hand corner of your Site Manager Dashboard. To speak to one of our Customer Experience agents, be sure to say "speak to a human" or "speak to a human agent" when interacting with the AI chatbot.

If our Standard Reports don’t include the data you need in the format you prefer, a Custom Report can bridge that gap.

When submitting your request, be sure to include:

  • The desired name of the report

  • The specific information you want it to include

  • The columns you'd like featured in the report

  • Any preferences for column names

The more details you provide, the better we can create a report that fits your exact needs!

Custom Reports are fee-based, but we'll chat more about that when you message us through the widget!

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