Download a Custom Report

  1. From the left navigation menu, select [Engage]Reports → More Reports.

  2. Select Category and filter for Built [Unchecked box].

  3. Find and select your custom report.

    • If you pinned the report, select Reports → Custom → your custom report.

  4. In the top-right corner, select [Download].

  5. Select what Format (CSV or PDF) in which you want to download the report.

    • The report will be downloaded to your browser’s default downloads folder.

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