Custom reports in the Thryv Reporting Center™ let you build a personalized view of your business performance by choosing exactly which metrics matter most to you. Instead of navigating between pre-built reports, a custom report brings your most important data together in one place so you can monitor what is driving your business and make faster decisions.

This article covers how to create a new custom report in the Thryv Reporting Center, including naming your report, adding metrics, customizing chart types, and adjusting date ranges. It does not cover how to edit or delete an existing custom report, or how to export your report data. To learn about the preset date ranges available in your reporting dashboard, see Understanding Thryv Reporting Center Date Ranges and Chart Groupings.

This article covers the following:

Why Use Custom Reports in Your Reporting Dashboard

How to Create a Custom Report

Frequently Asked Questions

Why Use Custom Reports in Your Reporting Dashboard

Pre-built reports give you a snapshot of your business, but they may not always surface the specific metrics that matter most to how you run your business. Custom reports in the Thryv Reporting Center let you choose exactly which metrics to track, how to display them and what time period to measure, all in a single view you can return to whenever you need it.

Instead of jumping between multiple pre-built reports to piece together a picture of your performance, a custom report brings your most important metrics together in one place. You can track revenue, appointments, client activity and more side by side, adjust chart types to match how you think about your data and set date ranges independently for each metric or across your entire report at once. For business owners who review their numbers regularly, a custom report saves time and makes it easier to spot trends and act on them quickly.

How to Create a Custom Report

1. To create a new custom report, navigate to the Thryv Reporting Center and click New Report in the top-right corner of the page. The New Report dialog box opens and prompts you to name your report.

   

2. Enter a name for your custom report in the name field and click Create. The name you enter will appear as the report title in your reporting dashboard. Choose a name that reflects the metrics you plan to track so you can identify the report quickly when you return to it.

   

3. Once your report is created, click Add Metric to add your first metric to the report. The metric selection panel opens and displays the available metrics you can add to your custom report.

   

4. Click the checkbox next to each metric you want to include, you can select multiple metrics at once. To view the full list of available metrics, click See All in the metric selection panel. When you have selected all the metrics you want to add, click Add to Report. 

   

5. The selected metrics will be added to your report. Don't forget, you can also click the tri-dots on each metric to change the graph type, edit the date range, or filter the data! You can always click on Add Metric to add more metrics to this report.

   

   

    

How to Customize Your Report Layout and Date Ranges

Once you have added metrics to your custom report, you can customize how each metric is displayed and how your report is organized. Each metric panel in your custom report has a three-dot menu in the top-right corner of the panel. Click the three-dot menu on any metric panel to access the following options:

• Change Graph Type. Changes the chart type used to display the metric, such as a bar chart, line chart, or other available formats.
• Edit Date Range. Adjusts the date range for that specific metric panel independently from the rest of your report.
• Filter Data. Applies a filter to narrow the data displayed in that specific metric panel.

To rearrange the order of your metric panels, click and drag any metric panel to a new position in your report. The panels will reorder based on where you drop them.

To change the date range for all metric panels in your report at once, use the master date range selector at the top of your custom report. The master date range updates every metric panel in your report simultaneously. If you have set an individual date range on a specific metric panel using the three-dot menu, that panel will retain its individual date range setting and will not be affected by the master date range.

To add more metrics to your report at any time, click Add Metric at the top of your custom report and repeat the metric selection process.

Here are the natural FAQ candidates I can draw from the source content and sections we've built:

• Can I add the same metric more than once to a custom report?
• Can I change the chart type for a metric after I have added it to my report?
• What happens to my custom report if I change the master date range?
• Can I reorder my metric panels after I have already built my report?
• Is there a limit to the number of metrics I can add to a custom report?

Frequently Asked Questions

Can I change the chart type for a metric after I have added it to my report? Yes. To change the chart type for a metric panel after it has been added to your report, click the three-dot menu in the top-right corner of the metric panel and select Change Graph Type. Select the chart type you want to apply to that metric panel. The change applies to that metric panel only and does not affect other metric panels in your report.

What happens to my custom report if I change the master date range? Changing the master date range at the top of your custom report updates the date range for all metric panels in your report simultaneously. If you have set an individual date range on a specific metric panel using the three-dot menu, that panel retains its individual date range setting and is not updated by the master date range selector.

Can I reorder my metric panels after I have already built my report? Yes. To reorder your metric panels, click and drag any metric panel to a new position in your custom report. The remaining panels reorder automatically based on where you drop the panel you are moving.

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