Can I create a custom data report?

You can create a custom report for your data to make analysis and reporting easier.

1. Login to your Northbeam dashboard
2. Navigate to and click on the Sales Tab
3. Choose the time period you want your custom data report to represent
4. Click on Export > Table Values at the top right of the screen
5. Select the CSV option
6. You will then be prompted to a data export report builder, where you will select the metrics that matter most to you and organize them in the order you want them exported
7. Click export
8. Once the report is complete, you Northbeam dashboard will notify you with a link to the Documents page or navigate to the hamburger menu at the top right corner of the dashboard and select Documents
9. Your export will be ready for you to download