Custom Reports
Build personalized reports tailored to your specific needs.
This feature is available on the Premium plan and above.
Overview
Custom Reports let you combine the dimensions and metrics that matter most to your organization into a single view — choosing from a catalog of over 200 dimensions and metrics. Instead of jumping between multiple reports, create exactly what you need.
Navigate to Custom Reports → Manage Reports in the reporting menu to create and manage reports. Users with write access can create reports; anyone with view access to the site can see them.
Creating a Custom Report
- Go to Custom Reports → Manage Reports
- Click Create new report
- Enter a report name and an optional description
- Choose a visualization
- Choose your dimensions and metrics
- Optionally add a report filter and choose where the report appears in the menu
- Click Preview Report to validate it against today’s data, then save
Your report appears in the reporting menu under the category you chose (by default, Custom Reports). It can take up to an hour for a new report’s data to finish processing. Reports are automatically back-processed for roughly the past 6 months of existing data; if you need history beyond that, contact support.
Dimensions vs Metrics
Understanding the difference is key to building useful reports.
Dimensions
Dimensions are attributes that describe your data — the “what” or “who”:
- Page URL and Page title
- Referrer type and name
- Campaign name
- Device type
- Country, Region, City
- Browser and Operating system
- Event category/action/name
Each report can have up to 3 dimensions. The second and third dimensions become drill-down subtables — click a row to expand it.
Metrics
Metrics are quantitative measurements — the “how many” or “how much”. There’s no limit on metrics per report:
- Visits
- Unique visitors
- Pageviews
- Actions
- Average visit duration
- Bounce rate
- Goal conversions
- Goal revenue
Combining Them
A custom report combines dimensions and metrics to answer specific questions:
| Question | Dimensions | Metrics |
|---|---|---|
| Which campaigns drive conversions? | Campaign name | Visits, Conversions, Revenue |
| Which pages do visitors view most? | Page title | Pageviews, Avg. time on page |
| When do visitors convert? | Day of the visit, Hour | Visits, Conversions |
| Where do our leads come from? | Country, Referrer type | Visits, Goal conversions |
Dimensions and metrics have scopes: visit-level (e.g., Visits, Bounce Rate, Device type) and action-level (e.g., Page URL, Pageviews). Combinations that mix scopes the processing engine can’t reconcile are rejected with a “combination of dimensions is not compatible” message — reorder or swap dimensions/metrics of the same scope to fix it.
Report Filter
Beyond dimensions, you can filter which raw data feeds the report using conditions combined with AND/OR — for example, only visits from campaigns, or only pages under /services/.
Visualizations
Choose from six visualizations when creating a report:
- Table — The default; rows and columns, best for detailed breakdowns and exports. Table reports can also be viewed as bar, pie, or cloud charts on the fly.
- Evolution Chart — Values over time; best for trends and spotting changes.
- Bar Graph — Category comparisons at a glance.
- Pie Chart — Share-of-total comparisons.
- Cloud Chart — Word-cloud style emphasis for label-heavy data.
- Insights — Automatically highlights movers and changes.
Example Custom Reports
Campaign Performance Report
Track all marketing campaigns in one view.
Dimensions: Campaign name, Campaign source, Campaign medium Metrics: Visits, Goal conversions, Revenue
Device Performance
Compare how device types perform.
Dimensions: Device type, Browser Metrics: Visits, Bounce rate, Goal conversions
Geographic Lead Report
See where your leads come from.
Dimensions: Country, Region Metrics: Visits, Goal conversions, Conversion rate
Content Performance
Understand which content gets read.
Dimensions: Page title Metrics: Pageviews, Unique pageviews, Avg. time on page
Need a simple week-over-week summary? You don’t need a dimension for that — pick the Evolution Chart visualization with your key metrics and select a weekly period.
Managing Custom Reports
Custom Reports → Manage Reports lists all reports with actions to:
- Edit (pencil) — Change dimensions, metrics, filters, or placement. Edited reports are re-processed, so historical data reflects the new definition.
- Pause/Resume — A paused report keeps its collected data but stops processing new periods.
- Copy — Duplicate a report as a starting point.
- Delete (trash) — Remove the report.
Organizing Reports
Give reports clear, descriptive names:
- ✅ “Monthly Marketing Summary — All Campaigns”
- ✅ “Lead Generation by Geographic Region”
- ❌ “Report 1”
- ❌ “Test”
Scheduled Email Reports
Custom reports plug into scheduled email reports like any other report:
- Go to Administration (gear icon) → Personal → Email Reports
- Create a new email report and select your custom report among the report elements
- Configure recipients, frequency (daily, weekly, monthly), and format (PDF, HTML, or CSV)
- Save the schedule
| Frequency | Best For |
|---|---|
| Daily | Active campaign monitoring |
| Weekly | Regular team updates, marketing meetings |
| Monthly | Executive summaries, board reports |
Exporting Reports
Open any custom report and click the export icon to download the data as CSV, TSV (Excel), XML, JSON, or HTML. For a PDF, use a scheduled email report — PDF is an email-report format rather than a direct export. You can also add custom reports as widgets to your dashboards.
Sharing and Visibility
Custom reports are visible to everyone who has access to the website the report belongs to — there’s no per-report access control. For stakeholders who don’t log into Ghost Metrics, use a scheduled email report or an exported file.
Privacy note: the dimension catalog includes visitor-level identifiers (such as User ID). If you build reports on those dimensions, make sure the values your site sends contain no patient-identifying information — use internal pseudonymous IDs.
Best Practices
Start Simple
Begin with basic reports and add complexity as needed. A simple report you actually use is better than a complex one you ignore.
Focus on Actionable Data
Every metric in your report should inform a decision. If you can’t act on it, consider removing it.
Use Segments for Audience Cuts
Any segment can be applied to a custom report with the segment selector, so you usually don’t need separate reports per audience — one report plus segments is easier to maintain.
Review and Refine
Revisit your custom reports periodically:
- Are you still using this report?
- Does it still answer the right questions?
- Should metrics be added or removed?
Don’t Duplicate Standard Reports
Ghost Metrics has robust standard reports. Only create custom reports when you need:
- Multiple dimensions together
- Specific metric combinations
- A unique view not available elsewhere
Limitations
- Up to 3 dimensions per report (additional detail via drill-down subtables)
- Visit-level and action-level dimensions/metrics can’t always be combined (see scope note above)
- New and edited reports take time to process, and automatic back-processing covers about 6 months — ask support for deeper history
- Very large reports are truncated to row limits during processing
Next Steps
- Dashboard — Add custom reports as widgets
- Goals — Set up conversions to track in reports
- Campaign tracking — Tag campaigns for better reporting