Why This Matters

Custom Reporting gives you the power to analyze your data your way—turning your own questions into clear charts, tables, and dashboards without needing any technical skills. It helps you uncover insights faster and make smarter, data-driven decisions.

Pre-requisite Pro-Tip

This feature is only available on certain tiers such as Grow, Promote, Free Unlimited, Accelerate, & Ultimate

Step-By-Step How To

How to access Custom Reporting

1. Go to Analytics > Reports
2. Select the Custom Reporting tab
3. Select Open Custom Reporting
4. Click on Sign in with SSO

Understanding the Custom Reporting Home Page

Custom Reporting will show you a few things on the homepage:

• Sample Questions to Get Started
  • These are questions curated by our team for your convenience.
• Your Personal Collection
  • These are your saved questions. This will save reports for your environment, not just per user.  
• New
  • This is where you can begin building your report. 

How to Create a Custom Report

1. Click New at the top of the screen
2. Click Question
3. Click Tables and pick your database
4. Add a filter of your choosing by selecting Add Filters to narrow your answers

5. Click Summarize to open the summarizing options

6. Choose your metric

7. Select the field you want to group by—such as Client Name—and click Visualize

Scribe

FAQs

1. "Do I need technical skills to use Custom Reporting?" Answer: No—Custom Reporting is designed for all users. You can filter, summarize, and visualize data using simple point-and-click tools without any coding knowledge.
2. "Can I save and reuse the reports I create?" Answer: Yes! You can save individual questions or group them into dashboards, making it easy to revisit important insights or monitor key metrics over time.

More Information:

• Related article: Understand Data and Tables for Custom Reporting

If you need any additional assistance with Custom Reporting, feel free to reach out to our team at support@wodify.com or via Priority Live Chat in your admin account