How does the Custom Report Builder work?

Rebrandly's Custom Report Builder helps you create custom reports based on the click data from your links. Users can design reports with the filters that matter most to their team, schedule them to reoccur at set intervals, and send them to colleagues and stakeholders.

To create a custom report

1. Navigate to the Custom reports section via the Reports dropdown (Reports > Custom Reports).
   
   
   
   
2. Select the workspace you want to create your report from the dropdown and click the "New custom report" button.
   
   
   
   
3. To set up your report, enter a title, select from the dataset and filter options, and decide the scheduling frequency. Note that report filters can't be changed after the report is created.
   
   
   
   
4. Once you've added all the relevant metrics you want to report on, click "Save report," and your report will be added to a queue for processing.
   
   
   
   
5. When results are ready, you will be notified by email with your report in CSV format.

Click filters explained:
For each report, you must select two sections: the dataset and the filters. The dataset will comprise the columns shown in your final report (the CSV file) and the filter click elements by which you refine your report. For your dataset, we recommend selecting branded links by default.

There is a relationship between every filter you select, either AND or OR.

• If you select OR, we will show click data that matches at least one of the selected filters. This means that click data that features any of the filters you've selected will appear in your report.
• If you select AND, we will show click data that matches at least one combination of the selected filters, and we'll search for as many combinations as are available.

You can choose to filter by:

• Tags: clicks featuring a specific tag
  
• Domains: clicks on links with a specific custom domain name
  
  

• Teammates: click on the teammate(s) you wish to add

• Click type: unique or non-unique clicks

• Traffic type: clicks data from humans, bots or both

• Click location: clicks coming from a specific country

• UTM Parameters: clicks tagged with UTM parameters for term, source, campaign, medium, and content

Column Visibility - Scheduling and sharing options explained:
Select which columns you want to be visible in your custom report.

• Report: select the fixed time range your report will reflect

• Start date: select a start date for your report to run backward from

• Frequency: set your report to repeat at specific frequencies.

• Timezone: convert clicks from UTC to your local timezone

• Share with “send the custom report to colleagues”: they'll receive an email notification when your report is complete and ready to view.

Manage custom report results

1. Navigate to Custom Reports (Reports > Custom Reports).
2. Select one of your custom report templates from the list.
   
   
   
   
3. A pop-up will appear, listing all your previously generated results. From here, you can download results, pause/resume your report, edit its schedule, or permanently delete the template.

The Custom Report Builder is a paid feature and may not be available with all subscriptions. If you'd like to add custom reports to your plan, contact Rebrandly Support.

• Advanced analytics options
  Advanced analytics beta reporting API is available, upon request, for Enterprise-grade plans.

Rebrandly Custom Report Builder FAQs

• How do I create a custom report in Rebrandly?
  Navigate to Reports > Custom Reports, select your workspace, click "New custom report," enter a title, select dataset and filters, choose scheduling frequency, and save. You'll receive the report via email in CSV format.
  
  
• What filtering options are available for custom reports?
  You can filter by tags, domains, teammates, click type, traffic type, click location, and UTM parameters.
  
  
• What's the difference between OR and AND filters?
  OR filters show click data matching at least one selected filter.
  AND filters show click data matching combinations of selected filters.
  
  
• How can I schedule my custom reports?
  Select a fixed time range, start date, and frequency for report generation.
  
  
• Can I change my report filters after creating a report?
  No, report filters cannot be modified after the report is created.
  
  
• How do I manage my custom report results?
  Go to Custom Reports, select a report template, and you can download results, pause/resume reports, edit schedules, or delete templates.
  
  
• What timezone are custom reports based on?
  Reports are initially in UTC, but you can convert clicks to your local timezone.
  
  
• Can I share my custom reports with colleagues?
  Yes, you can share reports, and colleagues will receive an email notification when the report is ready.
  
  
• Is the Custom Report Builder available on all plans?
  It's a paid feature and may not be available on all subscriptions. Contact Rebrandly support for more information.
  
  
• Are there advanced analytics options?
  An advanced analytics beta reporting API is available for Enterprise-grade plans upon request.

This article is about:

• Custom reports
• Creating custom reports
• Manage custom reports

See also:

• Rebrandly Aggregated Reports
• How to Store and Use UTM Presets
• How to Edit Your Short Link
• How to Create a Branded Short Link
• API Report Extraction