Creating Custom Reports
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19. Empuls Academy - Creating Custom Reports
P
Product Marketer@Xoxoday
Updated: Apr 15, 2025
Description
Click through a step-by-step, interactive demo walkthrough of Xoxoday.
Steps
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Creating Custom Reports
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Click on the element.
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Next up, click on "Custom Reports".
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You can view all the custom reports created here in the past.
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Afterwards, click on "Search by assignee name or email".
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Click on the element.
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Click on "Create Custom Report".
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Afterwards, click on "Select Source Report".
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After, click on "Budget".
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Afterwards, click on the icon.
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Following that, click on "Department".
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Next, click on "Start typing to view options...".
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Click on "Is one of".
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Click on "Start typing to view options...".
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Click on "Product".
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Click here.
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After that, click on "Next".
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Step two is describing the custom report by adding a report name and description in the space provided.
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Click on "Create Report".
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Now, click on the element.
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Once that's done, click on "Edit".
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Click on "Save".
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Download the report from here.
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Click on "Share".
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Click on "Search user by name or paste email Ids here...".
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Next, click here.
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Click on "Share".