Engine custom reporting

3 minute read

Article summary

Engine has launched a new reporting experience designed to give you more flexibility, transparency, and control over your data. This guide walks you through what’s new, what’s changing, and how to get the most out of the updated reporting tools.

Our redesigned reporting system allows you to build fully customized reports that better match your workflow, KPIs, and team needs. You can now:

  • Access a brand-new reports homepage

  • Build reports from scratch or start with a template

  • Select, reorder, and filter data fields with much more granularity

  • Save reusable report configurations

  • Schedule reports to run daily, weekly, or monthly

  • Share reports directly with team members (who must be Engine members)

  • Generate reports on demand with dynamic date range updates

These updates ensure you always have fast, flexible access to the insights that matter most.

 

 

With the new system, you’re no longer limited to preset report types. You can now fully customize your reporting structure.

  1. Navigate to Trends page within your Engine account.

  2. Click on Generate reports then + Create custom report. 

  3. Start from Scratch or a Template - Choose whether to build a new report using a blank layout or one of our pre-made templates designed for common reporting needs (e.g., spend, user activity, program performance).

  4. Select Your Data Fields - Pick exactly the data points you want included. You can add or remove fields at any time.

  5. Reorder Columns - Drag and drop columns to match the structure your team prefers.

  6. Apply Advanced Filters - Use filters to narrow results by date range, user, team, policy criteria, and more.

  7. Save Report Configurations - Save any custom report for reuse later. You can edit, duplicate, or delete saved configurations at any time.

 

The new experience supports automated recurring reports. You can now schedule reports to run on the following schedules:

  • Daily

  • Weekly

  • Monthly

Scheduled reports will be delivered to your email and accessible on the platform.
Note: You must save a report before you can schedule it.

You can share reports directly with colleagues who are Engine members. Shared reports retain your chosen configuration, ensuring everyone sees the same structure and insights.

Need an updated snapshot? You can regenerate any saved report instantly using refreshed date ranges. This is useful for:

  • End-of-month reviews

  • Quarterly business reports

  • Ad-hoc data requests

  1. Why were my scheduled reports removed?

    1. The new reporting architecture is significantly more flexible and could not maintain legacy configurations. Recreating schedules ensures full compatibility with the improved system.

  2. Can multiple team members access the same saved report?

    1. Saved reports belong to individual users. However, you can share reports directly from the platform with other members.

  3. Will my data fields or filters change?

    1. All available fields are now more consistent and easier to configure. You may see expanded options compared to before.

  4. Can I get help rebuilding my reports?

    1. Absolutely! Contact your Engine Account Manager. We’re happy to help recreate your report setup.

 





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