Creating a Custom Report

Step 1: Navigate to the Reports Dashboard

To begin, log into your platform portal. Locate the navigation sidebar on the left side of your screen. Scroll down to the Reports section and click on Reports Dashboard. Once the main dashboard page loads, locate and click the purple + Add new button in the top-right corner.

Step 2: Choosing Your Creation Method

After clicking + Add new, you will land on the primary prompt interface. Here, you have three options to generate a report:

AI Natural Language Bar: Type a description of your target metrics into the search field and click Generate.
Suggested Templates: Click on any of the pre-configured modules categorized by department, such as Store Wise KPIs under Sales, or Loyalty Tier Wise Metrics under Loyalty.
Build From Scratch: Click the Build your own text link on the right side to construct a completely custom layout.

Step 3: Setting Layout Rows and Groupings

If you choose to build from scratch or customize a template, you will enter the step-by-step configuration wizard.

First, define how you want your table rows categorized by interacting with the Organize Rows By section. Click the purple (+) icon to open a searchable drop-down field containing available attributes like Campaign Name, Campaign Type, Channel Type, or Schedule Date. The attributes you select here will become the primary grouping columns of your report.

Step 4: Map Table Metrics & Apply Filters

Continue down the page to build out the rest of your report parameters:

Organize Rows by:
Select Table Data: Click the (+) icon in this section to select your columns. These are the quantitative metrics you want to evaluate against your rows—such as Total Sent, Total Delivered, Total Clicked, or Revenue.
Filter By: Refine your dataset by adding specific conditional boundaries. For example, add a time boundary rule like Sales Date $\rightarrow$ this year to isolate a specific timeframe.

Step 5: Preview, Save, and Export

Once your configurations are set, click the purple Generate Report button. The interface will dynamically execute a live query and populate a Preview Results table below your rules.

Review the structured entries to verify your configuration is correct. When satisfied with the output:

Click Save Report in the top-right corner to store this layout for future use.
Click Export CSV right above the table frame to instantly download the raw data asset to your local drive