How To Create Custom Reports From Saved Views

Although we offer a number of out-of-the-box Pipeline Reports on the Reports Dashboard, we also offer the ability to create custom Charts from Saved Views. You can run a Saved View analysis and also save the results to your Reports Dashboard as a Chart for future reference. 

Create the Saved View that will be the basis of your Custom Chart

Select how to visualize your Saved View results. The new options shown below are your key to creating Custom Charts from the Pipeline.  

Begin customizing your chart. If no changes are made, the default visual is simply a count of the total number of Boxes or you can apply a custom analysis. 

Drill down into your data with a subgrouping (if applicable)

Once saved, you can click Add to Reports Dashboard to save for your reference - don't forget to rename the Chart!

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