Custom reports allow you to save specific analytics views so you can quickly access them later.

Reports are useful for tracking performance metrics or monitoring specific customer segments.

Creating a Custom Report

Click on Surveys in the navigation menu to access your reporting suite. Create your new report by clicking New Report in the white navigation menu, and name your report something descriptive.

1. Navigate to Surveys.
2. Click New Report.
3. Enter the report name and click Save new report.
4. Apply filters or adjust report settings.
5. In the top-left, click Save changes.

Configuring your Report

In your new report, use the Filters and Date Range drop-downs on the right to control the report parameters. 

Example filter configuration for New Member Detractors:

Click ‘Save changes’ at the top left of the report, located in the white navigation menu.

Important Notes

• Reports are shared across your organization. Any user can view reports created by others.
• The default system report (unfiltered view of all data) cannot be overwritten.
• Changes to a report will affect all users who access it.

Team Reports vs My Reports

Reports are organized into two sections to help you manage access and visibility.

Team Reports

• Contains all reports created within your organization.
• Accessible to all users.
• Acts as the central library of shared reports.

My Reports

• Contains reports you have subscribed to.
• Provides quick access to the reports most relevant to you.

How Reports Move Between Sections

• When you subscribe to a report, it is added to My Reports.
• Unsubscribing removes it from your personal list but does not delete the report.

Best Practices

• Use Team Reports to discover existing reports before creating new ones.
• Use My Reports to organize your frequently used reports.

Additional Questions? Please reach out to Listen360 Support via email at support@listen360.com.