Trust Reports - Getting Started

Learn how to set up automated reports directly to your inbox using pre-made templates or setting up a completely custom report.

 

Templates

Our pre-made templates are a great way to get started using Trust Reports.  This option requires minimal setup to get reporting automatically delivered to your inbox from a multitude of different frequency's (daily, bi-weekly, monthly, quarterly). You can browse all of our pre-made templates directly from your dashboard by visiting Analytics - Trust Reports - Templates. 

 

Custom Reports

If you want a completely custom report delivered to your team, you can get started by watching the video walkthrough above and learning how to set up your first report. This will then allow you to browse over 15 different recipes to set up the perfect automated report directly to your inbox. This is a great way to build reports for any team member on your side that would need to see data and value from the reviews coming in for your business or products.