Custom Reports | Guusto Help Center

Welcome to our article on Custom Reports! This helpful tool is designed to assist you with creating custom reports that focus on the data fields you need with ease.

Custom Reports are available on our Premium plan. You can learn more about all the additional features that our Premium plan offers here.

What is it and why should you use it?

Once created, Custom Reports are saved. Meaning that you only need to create your desired report once and it will continue to update as its corresponding data is updated!

Custom Reports are tailored reports that allow Admins to select specific data fields, filter information, and arrange the content to suit their unique needs.

For Order History, Gifting Activity, and Shoutouts, Custom Reports offer advanced functionality, enabling Admins to:

Key Features:

Select Data fields: Choose relevant data columns to include in the report.
Column Reordering: Arrange columns in a preferred order.
Date Range Selection: Specify a date range for the report.
Filtering: Narrow down data using additional specific criteria.

Management and Sharing:

Edit: Modify existing custom reports.
Duplicate: Create copies of reports for easy modification.
Delete: Remove unwanted reports.
View: Access custom reports within the app.
Schedule Automated Delivery: Send reports to a customizable list of recipients.
Email Delivery: Receive custom reports automatically via email.

Custom reports provide users with flexibility and control over the data they need, enabling informed decision-making and streamlined analysis.

How does it work?

The Custom Reports tool is nested within Workspaces > Custom Reports. You can create a report by clicking the green "Create Report" button or view existing custom reports at the bottom of the page.

When first entering this section, you will be invited to a create a report. The existing custom reports section will only appear once 1 or more custom reports are created.

Creating Custom Reports

There are several steps that must be fulfilled before generating a report, as you complete each step, the next step will populate.

Giving your report a name: Name your report as you desire.
Selecting a report to customize: You can choose from Order History, Gifting Activity, and Shoutouts reports to customize.
Selecting the data fields that you would like to have in your report: Here is where you can choose the data fields you require for your Custom Report. Selections will be available on the left, once chosen they are moved to the right side of the screen. You can choose the column order of your selections on the right side of the screen by clicking the up and down green arrows. You can also remove your selections and revert them back to the left side of the screen via the red X button or the "Clear All" button located below it.
Selecting a time frame for your report: You can choose from Last Week, Last 14 Days, Last Month, Last Quarter and Last Year as time frames for your custom report here.
Filtering your report: Additional filtering options are available to help further refine your custom report, for example: You can choose "Amount" and then specify a specific dollar amount to search for.
Finalizing your report: Hit the save button on the lower left side to get your report generated!

Existing Custom Reports

When navigating to Workspaces > Custom Reports, you'll see all the custom reports you've already generated.

From here you can choose several options:

View your Custom Report

Click on the name of your report under the. "Report" column to open up your report.

Edit your Custom Report

After choosing to view a Custom Report, you'll see your custom report as you originally generated it! You can further modify it via the "Edit" button located on the top right of the page.

Duplicate your Report

After choosing to view a Custom Report, you can duplicate your report via the "Duplicate" button located on the top right of the page.

After clicking the "Duplicate" button, your Duplicate report will populate. By default, it's set to the original report choices. You can modify these before saving the report.

Sharing your Report

After choosing to view a Custom Report, you can share your Custom Report by clicking the "Share" button located on the top right of the page.

Once clicked, you'll be given the option of choosing the frequency of when the report is shared, via the Repeating option (No Repeat, Weekly, Monthly, Quarterly and Annually are the options available) This option is excellent for anyone who wants reports generated for them on a regular basis!

You will also have to set a "Starting on" date to send the Custom Report on!

At the bottom of the Share Report pop-up, you'll see a place to enter your desired recipients, you can choose to search for someone on your Workspace or enter an email.

Deleting a Report

After choosing to view a Custom Report, you can delete it by clicking on the "Delete" button located on the top right of page.

A pop-up will appear asking you to confirm your deletion request. Deleted reports cannot be repopulated.

All of the above functionalities are available as quick actions on the Custom Reports page as well! You can access these via the three dots to the left of each report.