Custom Reports allow you to build and schedule tailored reports, which is perfect for sharing insights and data with your team or clients. Whether you start from scratch or convert an existing dashboard, this feature gives you full control over your report’s design, content, and scheduling.
Report Builder Date Range: The data shown in the builder uses the timezone set in your browser
Email Preview: The scheduled email preview uses the sub-account's timezone
Google and Facebook Ads Data: For third-party integrations like Google Ads and Facebook Ads, the data is based on the timezone configured in those ad accounts, not the sub-account timezone
This guide is perfect if you want to:
Build custom reports
Customise report pages with branding, layouts, and widgets
Schedule and automate report delivery to your team or clients
We’ll walk you through how to build and configure your custom report from start to finish - including setting up your report layout, customising pages and widgets, and configuring delivery settings such as scheduling, recipients, and date ranges.
Whether you’re creating a one-time report or setting up an automated schedule, these steps will help you ensure everything is structured correctly and ready to send.
From the Ivorey™ main menu, go to Reporting > along the top menu bar, click [Custom Report] > and click [+ New Report] to start building your report
Select to either create a report from scratch, use a template or convert an existing dashboard into a report. If starting from scratch, you'll be taken to the Report Builder. At the top, you can rename your report to reflect its purpose
The first page of your report is the cover page, which you can customise or remove through the Page Properties menu, on the right:
Upload your company logo
Configure headers for each page
Adjust the background colour of the report pages
Once your cover page is set, click the [+] icon on the left, to begin adding widgets > from the widget sidebar, upload or customise the widgets you want to include in the report
Use the Elements Menu to add titles and organise your report into sections for easy readability and scanning
Switch to the Themes section to configure one of the predefined themes or add your own custom theme to the report
To add a new page, click on the [+] icon at the top or bottom of an existing page. To see a list of all pages, click the Page Icon
Drag and drop pages to reorder them and rename them as needed for better organisation
After creating your report, click on [Save] > choose Send or Schedule > and configure your report’s schedule and delivery:
Frequency: Set how often the report should be sent (daily, weekly, etc.)
Time: Select the exact time for the report to be delivered
Date Range: Choose the data period to be included in the report
Toggle "Widget-Level Date Settings": If enabled, widgets with custom date ranges and comparisons will retain those settings in the emailed report
Comparison Trends: Toggle the "Compare With" option to add trends and comparison data
Sender Email: Customise the email address the report will be sent from\Subject: Add a subject line for the report email
Recipients: Enter the recipients' email addresses
Optional Email Body: Add a custom message if needed
Before finalising, you can send a test email to check how your report will appear to recipients
Once everything looks good, click [Save and Schedule] to have your report automatically sent based on your configured schedule
(Optional) Click the [Download] button at the top, to save a PDF version of your report
Note: Images will display in the report preview that is sent to recipients, but they are not included in the PDF export due to security restrictions
When scheduling a report, you can choose to send a Live Preview, which provides an interactive link to the data, or a PDF Snapshot, which captures the report exactly as it appears at that moment for a permanent record.
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍
