> For the complete documentation index, see [llms.txt](https://track360.gitbook.io/track360/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://track360.gitbook.io/track360/section-4-reports-and-analytics/editor/4.2-customize-reports.md).

# 4.2 Customize Reports

* Tools to customize reports will be found in both the Reports and Performance Reports 

<figure><img src="/files/TTUUb1mOit40pBUIXXlZ" alt=""><figcaption></figcaption></figure>

* Use the **Column Selector** (gear icon) on the top left of the margin. A popup window will appear to customize the report:
* On the **left side of the Column Selector**, check the columns you want to see on the report
  * Show/hide Advanced Columns at the bottom of each section to see more/less columns&#x20;
  * Check/Uncheck to quickly select or delete all the selected columns of the section
  * Reset to Default to go back to the default selection of the section

<figure><img src="/files/MKjvrxLCXN3fjwwvrvwg" alt=""><figcaption></figcaption></figure>

* On the right side, you will see displayed the checked fields
  * **Drag** the parameters to reorder columns to be displayed&#x20;
  * Use the **Delete** icon for deleting the unwanted parameter, it will be displayed as unchecked on the left side also

<figure><img src="/files/loDqcVo9m8lBYsAEfgEH" alt=""><figcaption></figcaption></figure>

* **Set as Default Columms for Employees or Affiliates** define these selected columns and order as the default view for Employees or Affiliates
  * Users (Employees or Affiliates) will only see fields that they have permission to overview
  * If a user already ran a report before, they will continue to see their last saved layout until they reset it.
* Once is done, click on **Save Changes** to save selection

<figure><img src="/files/SeNqAyXSdmS5wG7E8y8e" alt=""><figcaption></figcaption></figure>

* Use the **Drill-down Report** options to have the division of a detailed performance data for specific categories (e.g., select Countries and will break down daily performance by country)

<figure><img src="/files/ui13KkvqGN5HDIxwK0v5" alt=""><figcaption></figcaption></figure>

* Once you Apply Filters and Run report. Use the **arrow icon** in the left side of each row to access the **drill-down view**, allowing you to expand the data and analyze performance details at a more granular level (e.g., by country)

<figure><img src="/files/S584wSPVzuWaMqH4U7GD" alt=""><figcaption></figcaption></figure>

* Use **Report Filter** to refine the report by specific criteria (e.g. such as affiliate, filter shows data for the selected affiliate only).

<figure><img src="/files/FDVD0CpLBG4gW7ucG8vq" alt=""><figcaption></figcaption></figure>

* Use the **Activity Range** filter to select the desired range date to run the report

<figure><img src="/files/GoOo6Vb1PpPGZk3yOfFV" alt=""><figcaption></figcaption></figure>

* Click **Run Report** to generate the report based on the selected filters, providing updated results that align with the specified date range
* Click **Export** to download the report as Excel, CSV or PDF files

<figure><img src="/files/C3OyLfY2AXwoS5h2Ug3k" alt=""><figcaption></figcaption></figure>

* The **API** feature is designed for the company, the affiliate/IBs or advanced users who need to integrate the platform's data into external systems, automate reporting, or retrieve data at scale without manually accessing the UI

<figure><img src="/files/eXPoKKWfUsp6aM8pHB5p" alt=""><figcaption></figcaption></figure>

* **API Integration**, located on the top right, reveals information necessary to query this report data directly via API. You can give permission to the affiliate/IBs to allow them to use this API feature&#x20;
  * Access any report through Track360 API Integration to retrieve reports directly into external systems if needed, connect with external reporting tools or CRM systems
  * The **URL** used to directly copy and use for quick access
  * The **METHOD** defines the HTTP request type required for API interaction. Here, POST is used, meaning users must send a POST request with specific parameters (such as filters) to the server, which processes the request and returns filtered report data. POST is typically used when submitting data to customize the output.
  * The **HEADER** section outlines the necessary HTTP headers for an API request. These headers usually include an authorization token (e.g., Bearer token or API key) to authenticate and verify the request. They ensure secure access, preventing unauthorized retrieval of sensitive data.
  * The **BODY** contains the parameters and instructions needed for the server to process the request. This includes details such as report type, user ID, filters, and specific data fields. The BODY dictates what data is retrieved, how it's filtered, and which columns are included in the final report.
* If you select **cURL** option, you can choose the desired **command-line environment** (e.g., Linux, Windows) and then **Copy Clipboard** used for transferring data

<figure><img src="/files/THrtNNvRkDCXpEgDvsBB" alt=""><figcaption></figcaption></figure>

* **Report** button, the report that is last ran, will be saved for future references under a desired name

<figure><img src="/files/NdPNz8wkiM1QTbaBIpfZ" alt=""><figcaption></figcaption></figure>

* **View** button, showcases last run reports. What that means is that reports saved before, will be stored in this button. Hit the “Load” button on the far right, to load specific reports saved.
  * Use the **Apply** button on the far right of the desired row to load specific reports saved.
  * Use the **Delete** button to eliminate the saved reports
  * Use the **Save** button to record the default columns selected for the future.

<figure><img src="/files/OcQIMbqOuvylE87oPetv" alt=""><figcaption></figcaption></figure>

* In every report there is options for each columns for management:
  * **Lock Column** (lock icon) allows you to lock specific columns so that, when adjusting the order of other columns, the locked columns remain static.
  * **Sort Descending** (arrow pointing down icon) to arrange the values in a column from largest to smallest, whether they are numbers or alphabetic characters. The locked columns will not be impacted by this change.
  * **Sort Ascending** (arrow pointing up icon) to arrange values from smallest to largest. As with sorting descending, the locked columns will not be impacted by this change.
  * **Filter by Column** enables column-based filtering based on specific criteria. After selecting the column you want to filter and the compression type, a new option labeled "Value" will appear in the filter dialog pop-up window. This allows you to input the specific information you wish to use for filtering the column

<figure><img src="/files/AIgkRn2BqzMnHXpVpSAZ" alt=""><figcaption></figcaption></figure>


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