Title: Create a new report
Author: bethurban
Published: July 21, 2022
Last modified: September 23, 2025

---

 1. [User handbook](https://docs.parse.ly/user-handbook/)
 2. [Measuring and reporting performance](https://docs.parse.ly/user-handbook/measuring-reporting-performance/)
 3. [Reports guide](https://docs.parse.ly/user-handbook/measuring-reporting-performance/reports-guide/)
 4. Create a new report

#  Create a new report

The mechanics of creating a report in the [Parse.ly Dashboard](https://docs.parse.ly/dashboard/)
are generally the same for all [report types](https://docs.parse.ly/measuring-reporting-performance/reports-guide/),
with the exception of the [Details report](https://docs.parse.ly/measuring-reporting-performance/reports-guide/details/),
which by default makes use of the [custom report builder](https://docs.parse.ly/measuring-reporting-performance/reports-guide/details/custom-builder/).

## Steps to create a new report

![](https://docs.parse.ly/wp-content/uploads/sites/5/2025/09/image-106.png)

To create a new report, first visit Reports, then click “Create Report.”

 1. Visit the [Reports tab](https://docs.parse.ly/dashboard/reports-tab/) in the Dashboard.
 2. Click “Create Report.”

 3. Select a [report type](https://docs.parse.ly/measuring-reporting-performance/reports-guide/)
    from the options presented.

![](https://docs.parse.ly/wp-content/uploads/sites/5/2025/09/image-107.png)

Choose the aspect, how often the report should repeat, and the file format.

 4. Select the aspect (the subject of the report).
 5. Select whether you want a one-time or recurring report.
 6. Choose the [file format](https://docs.parse.ly/measuring-reporting-performance/reports-guide/html-pdf-csv-xlsx/)
    for the report.
 7. Click “Continue.”

![](https://docs.parse.ly/wp-content/uploads/sites/5/2025/09/image-109.png)

Select the final options to create your report.

 8.  Double-check the format and frequency (of recurring reports). You are still able
     to change options.
 9.  Choose the parameters for the report.
 10. Set any desired [filters](https://docs.parse.ly/dashboard/navigating/filter/filtering-logic/)
     for the report.
 11. If you have scheduled a recurring report, enter the email addresses of everyone
     who should receive a copy of the report. Your email address is automatically included.
     Separate email addresses using commas or enter each one on a new line.
 12. Enter a report summary — or leave this option blank to use an auto-generated summary.
 13. Click “Save.”

## Schedule a recurring report

Use the “Schedule” button on the right side of Dashboard tabs to schedule a regularly
recurring report of the current Dashboard view.

![The "Schedule" button on a Dashboard tab.](https://docs.parse.ly/wp-content/uploads/
sites/5/2025/08/Schedule-report.png)

The “Schedule” button on a Dashboard tab.

Last updated: September 23, 2025