# Custom report

You can create a custom report in the Report → Create Report menu.

# Grouping

Adding all the necessary columns with metrics to the report

# Time range

Selecting the time interval of the report.

# Filters

Filters for displaying certain values in the report:

• Contains. Search for the specified value in the report line.
• Not contain. The absence of the specified value in the report line is checked.
• Equals. The strict compliance of the specified parameter in the report line is checked.
• Not equal. The strict inequality of the specified parameter in the report line is checked.
• Match regexp, No match regexp. The ability to set a regular expression as a searchable, excluded value.
• Starts with. Search for matches with the specified value from the beginning of the report line.
• Ends with Search for matches with the specified value from the ending of the report line.

# Metrics

Selecting the main metrics that you want to display in the report

# Save

The ability to add a report to Favourites, for quick access.

# Pagination

The number of rows to display.

# Export

Ability to export the report to CSV or HTML.

To export a CSV report to Excel in the correct format, follow these steps:

1. Create a new blank table in Excel.
2. File → Import.
3. Leave the CSV file option, click Import and select the file.
4. Select Original data type: delimited, File origin: cyrillic (Windows), click Next.
5. Leave Delimeters: semicolon, click Finish.
6. In the window that appears, click OK.

An alternative method: upload the report to Google Sheets. In this case, Google converts everything to UTF-8. After uploading to Google, download the report locally to computer.

# FAQ

How to change the sorting in a column?

Click on the column header to change the sorting.

How to change the currency in reports?

The storage currency is set on the Maintenance → Settings page. If you already have data in the database, then it will no longer be converted into new currency. The changes will only affect the new data.

How to update costs?

See How to update costs page.

Unable to upload a large report (csv, html), Timeout error.

The report is being created on the server for some time. View the list of uploaded reports on the page Reports → Exported Reports.

If the required report is not available and the tracker does not have time to collect it before the timeout, you need to reduce the number of columns in the report by removing unnecessary ones, or reduce the time selection.

How to provide access guest access to the report?

Create a new user and provide access to the campaign and report.

How to change the order of columns in reports?

Click the gear button and drag the metric names into the desired order.

Why reports do not include upsells in conversions column?

It is made to prevent calculating the incorrect CR (Conversion Rate). You can add column, metric "Up-sells" to your reports.