Work with custom reports
Sitecore Send lets you create custom reports 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:
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On the menu bar, click Reports > Custom Reports.
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Click the name of the custom report you want to share.
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In the top-right corner, click
and click Share. -
In the Sharing settings dialog, set Make this item public to On.
WarningAnyone with access to the link, can see the statistics of the shared custom report.
Duplicate a custom report
To duplicate a custom report:
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On the menu bar, click Reports > Custom Reports.
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Click the name of the custom report you want to duplicate.
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In the top-right corner, click
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:
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On the menu bar, click Reports > Custom Reports.
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Find the custom report you want to delete.
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Click
and click Delete.A pop-up message appears on the page confirming that you want to permanently delete your custom report.
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Click OK.
Export data from a custom report
To export data from a custom report:
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On the menu bar, click Reports > Custom Reports.
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Click the report you want to export data from.
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On the widget, click
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.
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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:
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On the menu bar, click Reports > Custom Reports.
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Find the custom report you want to label.
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In the Labels column, click Add label
. -
In the Add labels dialog, enter the label name and press Enter on your keyboard.
NoteYou can add more than one label. You can also select any existing labels available in the dialog.
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Click Save labels to apply the label to your custom report.
To remove a label from a custom report:
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On the menu bar, click Reports > Custom Reports.
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Find the relevant custom report.
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In the Labels column, click
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:
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On the menu bar, click Reports > Custom Reports.
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Click the name of the custom report you want to save.
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In the top-right corner, click
and click Save as template. -
In the Create Custom Report Template dialog, enter the details in the Template Name and Template Description fields.
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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.