Gold Star Pro has released an exciting feature: Custom Reports. This powerful tool gives you full control over how you design, schedule, and distribute your reports. Now, every report can reflect your brand and deliver insights precisely the way you need them. Here’s everything you need to know about using Custom Reports to elevate your data presentation.

Key Features of Custom Reports

1. Custom Report Builder

The Custom Report Builder is designed with flexibility in mind. It’s a drag-and-drop interface that lets you fully personalize every report, ensuring it aligns with your business’s unique branding and analytics needs.

• Widgets and Elements: Customize reports by adding various widgets for charts, tables, and more.

• Drag-and-Drop Interface: Easily position elements within your report for a cohesive layout.

• Tailor to Your Style: Match the report’s look and feel to your brand with custom colors, fonts, and visuals.

2. Multi-Page Support

Create in-depth reports that span multiple pages, each one focusing on different metrics or insights.

• Page-Specific Insights: Dedicate each page to specific metrics, giving clients or stakeholders a comprehensive view of your data.

• Organized Analytics: Ensure each section is organized and easy to follow.

3. Page List Navigation

With Page List Navigation, you can organize and manage the structure of your report effortlessly.

• Easily Rename and Reorder Pages: Adjust page titles or reorder pages directly in the page list for quick organization.

• Quick Access to Each Page: Navigate through report pages efficiently with a clear index.

4. Page Properties Customization

Every report page can be personalized with your branding elements and layout choices.

• Logo and Color Customization: Add your company logo, adjust colors to match your brand, and make each page visually cohesive.

• Professional Touches: Include a cover page, headers, and footers to give your report a polished, professional appearance.

5. Report Scheduler

Automate the delivery of reports by setting up a schedule for regular distribution. This feature ensures that your clients and team receive updated insights without the need for manual follow-ups.

• Automated Delivery: Select a recurring schedule for your reports to be sent automatically.

• Effortless Client Communication: Set it up once, and reports will reach stakeholders on time, every time.

How to Use Custom Reports in Gold Star Pro

Getting started with Custom Reports in Gold Star Pro is simple. Follow these steps to create and schedule your first custom report:

1. Access the Custom Report Tool: Go to the Reporting section and select "Custom Reports."

2. Start from Scratch or Convert a Dashboard: You can begin with a blank report or convert an existing dashboard into a report format.

3. Design Your Report:

   • Use the drag-and-drop builder to add widgets and customize each element.

   • Configure your page properties, including logo placement and color schemes.

4. Preview and Test: Send an email preview of the report to ensure everything is formatted correctly.

5. Save and Schedule: Once satisfied, save the report and set up the schedule for automatic delivery based on your chosen frequency.

Why Custom Reports Matter

Custom Reports streamline your reporting process and bring added professionalism to every report. Here’s why they make a difference:

• Time-Saving Automation: Schedule reports to send automatically, freeing up time for other tasks.

• Flexible Data Sharing: Share data as a live preview or downloadable PDF, depending on what suits your clients or stakeholders.

• Enhanced Decision-Making: Present data clearly to support informed decisions and effective business strategies.

• Professional Presentation: Customized, visually appealing reports boost your credibility and leave a lasting impression.

What’s Next for Custom Reports

Looking ahead, more features are in the pipeline to make reporting even more versatile:

• Report Templates: Pre-built templates will soon be available, helping you jumpstart report creation and customize them to your business’s specific needs.

• Fully Editable Reports: Expect updates allowing you to edit each report page entirely, giving you greater control over layout, content, and branding before sending.