---
title: "Work with custom reports"
slug: "work-with-custom-reports"
abstract: "Learn how to share, duplicate, delete, or export data from your custom reports, how to save them as templates, and how to add labels to your reports."
---
# Work with custom reports

Sitecore Send lets you [create custom reports](https://doc.sitecore.com/send/en/users/sitecore-send/reports-and-dashboards/custom-reports/create-a-custom-report.html "Create a custom report") to help you monitor the most important data for you. This topic describes how to share, duplicate, delete, or export data from your custom reports, as well as how to add labels and save your report as a template.

## Share a custom report

To share a custom report:

1. On the menu bar, click **Reports** > **Custom Reports**.
2. Click the name of the custom report you want to share.
3. In the top-right corner, click ![three_dots_icon.png](https://doc.sitecore.com/api/markdown-image/send/en/users/sitecore-send/images/three_dots_icon.png) and click **Share**.
4. In the **Sharing settings** dialog, set **Make this item public** to *On*.

    > [!warning]
    > Anyone with access to the link, can see the statistics of the shared custom report.

## Duplicate a custom report

To duplicate a custom report:

1. On the menu bar, click **Reports** > **Custom Reports**.
2. Click the name of the custom report you want to duplicate.
3. In the top-right corner, click ![three_dots_icon.png](https://doc.sitecore.com/api/markdown-image/send/en/users/sitecore-send/images/three_dots_icon.png) and click **Duplicate**.

    The duplicated report is added to your list of custom reports with its name appended with *Copy*.

## Delete a custom report

To delete a custom report:

1. On the menu bar, click **Reports** > **Custom Reports**.
2. Find the custom report you want to delete.
3. Click ![three_dots_icon.png](https://doc.sitecore.com/api/markdown-image/send/en/users/sitecore-send/images/three_dots_icon.png) and click **Delete**.

    A pop-up message appears on the page confirming that you want to permanently delete your custom report.

4. Click **OK**.

## Export data from a custom report

To export data from a custom report:

1. On the menu bar, click **Reports** > **Custom Reports**.
2. Click the report you want to export data from.
3. On the widget, click ![three_dots_icon.png](https://doc.sitecore.com/api/markdown-image/send/en/users/sitecore-send/images/three_dots_icon.png) and click **Export Data**.

    A pop-up message appears on the page notifying you that your export is in progress and that, when finished, it will be sent to the account owner's email address.

4. Optionally, you can click **Download PDF** to download the information as a PDF.

## Add or remove a custom report label

You can add labels to your custom reports to organize them into topics, audience, purpose, or any label necessary for internal use.

To add a label to a custom report:

1. On the menu bar, click **Reports** > **Custom Reports**.
2. Find the custom report you want to label.
3. In the **Labels** column, click **Add label** ![Add_label_icon.png](https://doc.sitecore.com/api/markdown-image/send/en/users/sitecore-send/images/Add_label_icon.png).
4. In the **Add labels** dialog, enter the label name and press Enter on your keyboard. 

    > [!note]
    > You can add more than one label. You can also select any existing labels available in the dialog.

5. Click **Save labels** to apply the label to your custom report.

To remove a label from a custom report:

1. On the menu bar, click **Reports** > **Custom Reports**.
2. Find the relevant custom report.
3. In the **Labels** column, click ![Delete_label_icon.png](https://doc.sitecore.com/api/markdown-image/send/en/users/sitecore-send/images/Delete_label_icon.png) next to the label name.

## Save a custom report as a template

You can save any custom report you have created as a template and reuse it in other reports.

To save a custom report as a template:

1. On the menu bar, click **Reports** > **Custom Reports**.
2. Click the name of the custom report you want to save.
3. In the top-right corner, click ![three_dots_icon.png](https://doc.sitecore.com/api/markdown-image/send/en/users/sitecore-send/images/three_dots_icon.png) and click **Save as template**.
4. In the **Create Custom Report Template** dialog, enter the details in the **Template Name** and **Template Description** fields.
5. Click **Save**.

    A pop-up message appears on the page notifying you that your custom report template has been saved. You can now select and reuse the template when [creating a new custom report](https://doc.sitecore.com/send/en/users/sitecore-send/reports-and-dashboards/custom-reports/create-a-custom-report.html#UUID-b58555f2-4097-5548-7400-c0e3464f52fa_section-idm4633699394560033489345910397 "Create a custom report using a saved template").