Custom Reports & Analytics Builder: Professional Data Guide

Custom Reports

Create custom reports based on the data that matters to you and export them in formats easy to share with your team. The custom reports section inside Media SaleX gives you complete flexibility to build and design professional multi-page reports by dragging and dropping indicators specific to your business, with the ability to schedule them for automated delivery to management email or business partners.

Key Tools and Features of Custom Reports

Multi-Page Builder

Design comprehensive and detailed reports including charts and statistical tables using the drag-and-drop editor.

Multi-Page Builder
Automated Delivery

Set up periodic sending schedules (weekly or monthly) so reports reach the team’s inbox automatically without manual intervention.

Automated Delivery
Smart Data Insights

Transform raw data into executive summaries and clear, easy-to-read recommendations to support decision making.

Smart Data Insights
Easy Exporting

Export custom reports in PDF format or data files ready for printing and sharing with senior management.

Easy Exporting

Practical Steps Inside the Platform to Build a Custom Report

You can create and customize your first report within the platform through the following direct path:

Step 01: Access Custom Reports Tab (Reporting ➔ Custom reports): Go to the Reporting section from the sidebar menu and select the first tab Custom reports.
Step 02: Start Building Report (Create your first report): Click on the blue Create your first report button to open the custom report builder interface.
Step 03: Choose Required Data and Indicators: Select the elements and charts you want to include (such as sales, ad performance, call response) and arrange them by dragging elements.
Step 04: Scheduling and Exporting for the Team: Save the report, then set the automated email schedule or click the export button to share it with your work team.

Frequently Asked Questions (FAQ) About Custom Reports

Can ad and sales data be merged into a single report?

Yes, custom reports allow you to pull and aggregate indicators from all platform sections into a single page.

Can a client or manager receive the report without logging into the platform?

Yes, the system sends an elegant, ready PDF copy directly to the specified email address according to the approved schedule.

Can a report be saved as a template for reuse?

Yes, you can save the report structure and use it monthly while numeric data updates automatically.

How many custom reports can be created?

The platform grants you complete freedom to create an unlimited number of reports for each department or marketing campaign.

Talk to Media SaleX AI Assistant

Do you want the AI assistant to set up a custom report structure for your business and define key strategic indicators? Talk to it now!

Talk to Media SaleX AI Assistant