Performance Reports Customization

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In performance reports it defaults to "Yesterday" and it defaults to certain columns. I'd like it to default to "today" and the columns that I select so I don't have to continue doing it every hour when it refreshes. Thank you! 
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Catherine Stier

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Posted 1 month ago

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Nicole Orlanzo

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Hey Catherine,

Once you get the report how you like it (set to "Today" and with the columns you like), click the "Save" icon on the top right and give it a name.



It will be nestled under your Performance Reports on the left-hand side. Now when you come back, click Performance Reports and then your custom report name. Here's what I see (I named my "More Columns").



Hope this helps! :)
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Catherine Stier

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Thank you! 1 more question though, when I save it, it's saving as the date, will it keep pulling only 7/11 or will it know that I want it to always show me the day that we are currently on? Thanks!! 
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Nicole Orlanzo

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As long as you choose "Today" it will always be that day you're viewing it. If you had used "Custom Range" to specifically set it to 7/11/19, it would be stuck on 7/11/19. Select your new, custom report and click whatever it says to the right of the title (blue font) and instead chose "Today". Click the "Save" icon again on the top right and then click the blue "Save" button to update this report. :)


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Catherine Stier

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AWESOME!!! Thank you!