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== Step-by-Step Instructions == Creating a custom report using the Custom Reporting Dimensions can be accomplished in a few straightforward steps: === Step 1: Choose Your Report Type === - Begin by selecting the type of report you wish to create: Account, Automation, Campaign, Contact, Deal, or eCommerce. === Step 2: Select Dimensions === - Depending on the report type chosen, you will see a list of available '''dimensions'''. Choose from the following categories: ==== Accounts Dimensions ==== - '''Account Custom Field Name''' - '''Account Custom Field Value''' - '''Account Name''' - '''Account Created Date''' - '''Account Website''' - More as listed in the source content. ==== Automation Dimensions ==== - '''Automation ID''' - '''Automation Name''' - '''Currency''' - '''Event Date''' ==== Campaign Dimensions ==== - '''Automation Campaign Identifier''' - '''Automation Name''' - '''Campaign ID''' - '''Campaign Name''' - More as described in the source. ==== Contact Dimensions ==== - '''Account Name''' - '''City''' - '''Contact Custom Field Name''' - '''Email''' - More as outlined. ==== Deals Dimensions ==== - '''Deal Custom Field Name''' - '''Deal ID''' - '''Pipeline''' - '''Owner Name''' - More as elaborated. ==== eCommerce Dimensions ==== - '''Abandoned Cart Date''' - '''Contact Email''' - '''Currency''' - '''Order State''' - More available dimensions. === Step 3: Configure Your Report === - After selecting the desired dimensions, you can customize the report further by categorizing data, applying filters, or setting criteria for how data should be represented visually. === Step 4: Generate and Review Your Report === - Click on the '''Generate Report''' button to view the results. Review the report to ensure it meets your needs and adjust any parameters as necessary. === Step 5: Save and Export === - Once satisfied, you can '''save''' your custom report for future use or export it in your preferred format.
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