Create custom reports

You can customize and save copies of reports in Attentive. This allows you to create your own custom reports that let you slice and dice data into your preferred format. After you choose metrics, groupings, and filters, you can save your report and view it in the Attentive UI, download it as a CSV, and schedule it so that you get the latest data on your timetable.

Create and save a custom report

Follow these steps to create and save a custom report:

1. Go to Reports.
2. Click on the report you’d like to use as a template.
3. Set the report’s Date range and Group by time.
4. (Optional) Choose a metric from the dropdown above the chart. The selected metric will be saved.
5. (Optional) Sort the table below the chart by particular metric (e.g., sort Total Opens in descending order). The sort order will be saved.
6. (Optional) Click Customize.
7. (Optional) In the popup, customize the report’s Group by metrics, Metrics, and Filters as needed. 
   
8. When you finish customizing the report, click Save.
   
9. In the popup, enter a name for your new custom report in the Report name field, then click Save.
   

Your saved custom report is now available in the Saved reports tab on the Reports page.

Schedule a custom report

Follow these steps to schedule a custom report:

1. Go to Reports.
2. Click the Saved reports tab.
3. Click the name of the report you want to schedule to view it. Click the three dots, then click Schedule report.
   
4. In the popup, choose a Delivery frequency, select Recipient(s), then click Schedule.
   

You can also schedule a report from the Saved reports tab by clicking the three dots to the right of the report’s name, then clicking Schedule report.

Once you’ve scheduled a custom report, Attentive generates and sends the report to the selected email(s) according to its set frequency. The email includes a link to a downloadable CSV and a link to view the report in the Attentive UI.

You can see a report's delivery schedule, including the date and time the report will next be sent, in the Delivery schedule column.

To edit or delete a report’s schedule, click the three dots to the right of the report’s name and click Edit schedule or Delete schedule.

View and modify saved custom reports

Follow these steps to view and modify saved custom reports:

1. Go to Reports.
2. Click the Saved reports tab.
3. Click the three dots next to the report you want to view, then click View report.
   
4. Update Date range and Group by time as needed.
5. Click Customize to change Group by metrics, Metrics, and Filters as needed.
6. (Optional) Click the three dots to edit the report’s schedule, delete the report’s schedule, save as a new report, rename the report, copy the link to the report, or delete the report.
   
7. When you finish modifying your saved report, click Save.