How to generate custom reports

* This article is only relevant to Mobly Admins (with access to the Hub) *

1. On hub.getmobly.com, navigate to the the "Events", "Users", or "Leads" tab, depending on what data you're looking for. You can also navigate to a particular event and use the leads table within to build your report.

   On each of these pages, you will find a table where you can do a lot of customization to build a report according to your needs/interests.

   1. Select or unselect columns: Click on the dropdown labeled "x columns selected". By clicking the checkmarks next to each field, you get to decide which columns show on the table.

      

   2. Move columns: Mobly provides a default order of columns, but perhaps certain fields are more important to you and you'd like to see them earlier in your table. To move the column, simply click and drag the column header to where you'd like it to sit.

      

   3. Change filters: You can filter any column to find the specific information you need. For example, I can use filters to find all the leads created Ryan DeForest, with the Super Hot tag, that were created since April.

      

2. Click "Export CSV" in the top right corner of the table. Your customized list of data will export to a CSV for easy reporting.