STEP 1

From your default view, click on the Reports dropdown

STEP 2

Click on Reports

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STEP 3

Click on Create custom report

STEP 4

We'll just do a single object in this guide

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STEP 5

We'll base it on Contacts object

STEP 6

Click on Next

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STEP 7

We're going to include another Contact property to include in our custom

report to use as data to compare

STEP 8

We'll include Lead status which we type into the search box

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STEP 9

Click on Lead status

STEP 10

We'll add another Property again

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STEP 11

We'll search our custom property that we created, Start Date

STEP 12

Click on Start Date (Example)

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STEP 13

To view our results, we'll click on the Visualisation tab

STEP 14

Here is where we can select the view of our data - we'll click Column for a
bar chart view

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STEP 15

We're going to add another variable to test Lead status against

We'll click and drag the Count of Contacts to the Add more data to display

STEP 16

It will lock into place here

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STEP 17

If no data is being displayed, it's likely because a Filter is applied

STEP 18

To check this, click on Filters in the top left

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STEP 19

We can see this data is displaying everything from This quarter so far which
is why nothing is being displayed

STEP 20

So, we'll click "is all time" to view all of our data

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STEP 21

Then click on Update Alter

STEP 22

4s you can see our data is being dwarfed from the 'No value' data being so
large

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STEP 23

To correct this we'll add a Alter

STEP 24

We're going to apply a Alter to our Lead status property so we'll look up Lead
stat

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STEP 25

Click on Lead status

STEP 26

4s there is 'No value' assigned to the 93,56! Contacts, we want to view only
those with an attributed value, so we will click on Lead status 'is known'

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STEP 27

Click on 4pply Alter

STEP 28

Click on Hide Filters

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STEP 29

To change up our display we'll click and drag one of our properties to before
Lead status

STEP 30

The result changes what we see to the right

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STEP 31

If I was wanting to change how this was displayed again, I can head to the
Display options drop down

STEP 32

I want to see these results stack onto each other so I'll tick Stacked

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STEP 33

This makes the view a little cleaner - niceM

STEP 34

We want to change the time period of the data, so rather than viewing it daily,
we'll click next to Frequency to view Bonthly

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STEP 35

Click on Bonthly

STEP 36

Click on Save to Save your report

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STEP 37

Yest practice is ensuring your naming convention is accurate for you to later
reOect on

STEP 38

ou can choose to add to existing dashboard

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STEP 39

Click on Search

STEP 40

r you can include 'Don't add to a dashboard' to choose who can see this
dashboard

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STEP 41

We'll make sure Everyone can View and edit by clicking these bubbles
Click Save once this is nished

STEP 42

Click on Exit to head back to a list view of your Reports

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STEP 43

Here, you can now see your Report has just been madeM

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