How to generate custom reports

Use Mobly filters to generate custom reports.

A note on access: Filtering and column customization on the Events and Leads tables are available to all Hub users. The Users table and CSV export are admin-only — non-admin users can build and view filtered tables, but won't see the Export CSV button or the Users tab.

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. You have th opportunity again to choose the columns that will be included in your export. Your customized list of data will export to a CSV for easy reporting.