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Custom Report Requests

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Written by Sanders Lazier
Updated today

Overview

We offer a bespoke reporting service that can export any data that you have in a CSV format.

Steps to obtain a report

  1. Prior to obtaining a report, ensure that all of your data are up to date and accurate

  2. Go to “Help” in the top-right corner when logged into the app and click on “request a report”

  3. You will get redirected to a form where you fill out relevant information

    1. The time frame of the report - let us know what period you want the report to cover

    1. The type of report - I.e. by scope, category or source

    1. The email(s) you want the report to be sent tore

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