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Custom Reporting Measures
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== Step-by-Step Instructions == Creating custom reports using the '''Custom Reporting Measures''' is straightforward. Follow these detailed steps: 1. **Initiate Custom Report Creation**: - Go to the **Custom Reports** section within the **Reporting** menu. - Click on the **Create a Custom Report** button. 2. **Choose Measure Type**: - You will be prompted to select from various measure categories including '''Account Measures''', '''Automation Measures''', '''Campaign Measures''', '''Contact Measures''', etc. Choose the category that aligns with the insights you seek. 3. **Select Specific Measures**: - After picking a category, a list of available measures will appear. Select the specific measures you'd like to include in your report. Create a balance between account, automation, campaign, contact, and ecommerce data to gain a holistic view. 4. **Define Filters and Parameters**: - Implement filters to refine your report. For instance, you can filter by specific dates, contacts with particular tags, or campaign types. Utilize these filters to ensure you're examining relevant data. 5. **Customize Report Layout**: - Choose how you would like to display the measures in the report. You can arrange columns, define summary options, and choose visualization formats if applicable. 6. **Generate the Report**: - Once youβre satisfied with your setup, click the **Generate Report** button. - Your custom report will be created, displaying the relevant data as per your defined parameters. 7. **Save and Share Your Report**: - To save the report for future access, click on the **Save Report** button. Provide a suitable name for easy identification. - You can also share this report with other team members by clicking on the **Share** function.
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