> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pingtree.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Custom Reports

> Create and save personalized reports based on source performance, fields, and time filters.

## Overview

The **Custom Report** feature in Pingtree (PT) allows campaign owners to create and configure personalized reports for their **Marketing Partners (MPs)**.\
By default, MPs have access to only basic information about the leads they generate.\
However, using the **Custom Report** functionality, the campaign owner can curate a detailed, tailored report and make it available to specific MPs.

## Key Features

* **Create Custom Reports for MPs**\
  Campaign owners can generate customized views with specific metrics and KPIs relevant to each MP's needs.

* **Save and Assign Reports**\
  When saving a report, users can:
  * Enter a name for the report
  * Select one or multiple Marketing Partners to whom the report should be made available
  * Choose a time interval for the data
  * Set the timezone

* **Enhanced Data Visibility**\
  This feature empowers campaign owners to provide more detailed and actionable data to their MP users, beyond the default basic reports.

## How It Works

1. Navigate to the **Custom Report** tab.

<img className="block" src="https://mintcdn.com/pingtree/hqAE1iDV4Jw4gz-D/assets/images/docs/documentations/campaign/sources/custom-report-1.png?fit=max&auto=format&n=hqAE1iDV4Jw4gz-D&q=85&s=33a7005f38305f00bc88e14e781d1077" alt="All Sources" width="1701" height="663" data-path="assets/images/docs/documentations/campaign/sources/custom-report-1.png" />

2. Configure your report by filtering and selecting the required columns and metrics.
3. Click on the **Save** button.
4. Fill out the following fields in the Save Report popup:
   * **Name:** Name of the report
   * **Select Marketing Partner:** Choose one or more MPs
   * **Select Time Interval:** Define the time range for the report data
   * **Select Timezone:** Set the report's timezone
5. Save the report and it will become visible to the selected Marketing Partners when they log in.

<img className="block" src="https://mintcdn.com/pingtree/hqAE1iDV4Jw4gz-D/assets/images/docs/documentations/campaign/sources/custom-report-2.png?fit=max&auto=format&n=hqAE1iDV4Jw4gz-D&q=85&s=347d2fa8aaa11a50700886d46e544dc7" alt="All Sources" width="478" height="491" data-path="assets/images/docs/documentations/campaign/sources/custom-report-2.png" />

***

> **Note:**\
> Custom reports help bridge the gap between your internal analytics and what your partners see, making the reporting process flexible, controlled, and highly customizable.
