Build and Send Custom Reports

Knock Analytics is a vast wealth of knowledge!  With our save and send feature now located on each report, you can build out a report with the exact filters you want and save it to access later.  Additionally, you can set these saved reports to email to your team, peers or boss automatically.

To Build a Report

1. Log into Knock Analytics from your Knock account or the URL analytics.knockcrm.com.  

2. Choose which report you want to build off of and enter in the filters you would like to use.  Once it's built out, select the star to save the reports to My Reports. 

3.  The report will now be available under My Reports. In My Reports, you can
            A. Populate the report by select the report name.
            B. Schedule the report to be sent automatically by selecting the calendar.
            C. Pull the report information including push report subscriptions used by        
                 selecting the info icon.
            D. Delete the report from My Reports by selecting the trash can.

4. In My Reports, you can also search for a specific report using the magnifying glass and filter through the reports with the drill down option.