> ## Documentation Index
> Fetch the complete documentation index at: https://razorpay-881012b3.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Custom Reports

> Build Custom Reports from your Razorpay data. Gain deeper insights, streamlining financial operations for your business.

<div style={{display:"flex",flexWrap:"wrap",alignItems:"center",gap:"0.35rem 0.9rem",border:"1px solid rgba(128,128,128,0.28)",borderRadius:"0.5rem",padding:"0.45rem 0.75rem",margin:"0 0 1.25rem",fontSize:"0.875rem"}}>
  <span style={{fontWeight:600}}>Available in</span>
  <span>🇮🇳 India</span>
</div>

Custom Reports lets you build personalised reports that precisely match your business needs. This feature offers deeper insights, streamlining your reconciliation and overall business analysis.

## Create a Custom Report

1. Log in to the Dashboard.
2. Go to **Reports**.
3. Click **Create Custom Report**.
4. Select a report type from the **Select Base Report Type** field. <img class="click-zoom" src="https://razorpay.com/docs/build/browser/assets/images/dashboard-reports-create-custom-report-select-base.jpg" alt="create custom report select base report" width="800" />
5. Enter a report name for your custom report in the **Report Name** field.
6. Add a description for your custom report in the **Report Description** for this report. Click **Next**. <img class="click-zoom" src="https://razorpay.com/docs/build/browser/assets/images/dashboard-reports-create-custom-report-name-desc.jpg" alt="create custom report select base report" width="800" />
7. In the **Column selection and arrangement** view, drag and drop the columns to rearrange them in the order you want them to appear in your report. Click **Next**. <img class="click-zoom" src="https://razorpay.com/docs/build/browser/assets/images/dashboard-custom-reports-column-slt-adj.jpg" alt="select and adjust columns" width="800" />
8. Rename column names for each selected column. Remove a column if required. Click **Create**. <img class="click-zoom" src="https://razorpay.com/docs/build/browser/assets/images/dashboard-custom-reports-column-rename.jpg" alt="rename custom report column" width="800" />
9. Once your custom report is created, select **Custom Reports** in the **Filter** dropdown. <img class="click-zoom" src="https://razorpay.com/docs/build/browser/assets/images/dashboard-custom-reports-find-report.jpg" alt="filter custom report" width="800" />

<Warning>
  **Watch Out!**

  You can only modify reports you have created. You can make 15 custom reports, with up to 50 columns each.
</Warning>

You have successfully created a custom report.

## Download a Custom Report

1. Click the **download** icon on your custom report's card.
2. Use the **Select report** option to choose which report you wish to download.
3. Enter a preferred file name in the **Save Report As** field (optional).
4. Select your preferred file format: **CSV, Excel or Txt** (optional).
5. Select a linked account in the **Select an Account** field. <img class="click-zoom" src="https://razorpay.com/docs/build/browser/assets/images/dashboard-custom-reports-download-basic-details.jpg" alt="add basic details for custom report download" width="600" />
6. **Select duration** for the data coverage of the report from these options:
   * Today
   * Yesterday
   * Past Week
   * Past 15 days
   * Past Month
   * Past Quarter

Toggle the **Custom** option to select a custom date range. <img class="click-zoom" src="https://razorpay.com/docs/build/browser/assets/images/dashboard-custom-reports-download-duration.jpg" alt="add duration for custom report download" width="600" />
7\. To receive your custom report via email, toggle **Yes** for the **Do you want this report in an email?** section. <img class="click-zoom" src="https://razorpay.com/docs/build/browser/assets/images/dashboard-custom-reports-download-email.jpg" alt="add email for custom report download" width="600" />
8\. Click **Start Download**.
9\. Navigate to the **Downloads** tab and click **Download**. <img class="click-zoom" src="https://razorpay.com/docs/build/browser/assets/images/dashboard-custom-reports-downloads-tab.jpg" alt="add email for custom report download" width="600" />

You have successfully downloaded your custom report.

## Sample Use Case

Here is a sample use case to demonstrate how you can use custom reports:

<AccordionGroup>
  <Accordion title="Business Analysis Report">
    * **Company**: Acme Gadgets - An online electronics retailer
    * **Challenge**: The finance team spends 15+ hours monthly compiling data from multiple Standard Reports for board presentations
    * **Goal**: Create a unified custom report for comprehensive monthly business analysis

    #### Report Configuration

    * **Report Name**: Monthly Business Performance Dashboard
    * **Base Report Type**: Payments
    * **Reporting Period**: Past Month

    #### Selected Data Fields

    | Entity      | Selected Columns                                                                                                                        | Business Purpose          |
    | ----------- | --------------------------------------------------------------------------------------------------------------------------------------- | ------------------------- |
    | Payments    | Payment ID, Amount, Currency, Status, Method, Customer Email, Customer Contact, Created At, Captured At, Fee, Tax, Net Amount, Order ID | Core transaction analysis |
    | Orders      | Order ID, Amount, Status, Amount Paid, Amount Due, Created At                                                                           | Order completion tracking |
    | Refunds     | Refund ID, Payment ID, Amount, Status, Created At, Fees, Tax                                                                            | Refund impact analysis    |
    | Settlements | Settlement ID, Amount, Status, Created At, Fees, Tax, UTR                                                                               | Cash flow tracking        |
    | Customers   | Customer ID, Name, Email, Contact                                                                                                       | Customer segmentation     |
    | Cards       | Card Type, Network, Issuer, Last 4 Digits                                                                                               | Payment method insights   |
  </Accordion>
</AccordionGroup>

## Fields and Columns

To find details about the available list of fields, columns and fields go through the <a href="/docs/payments/dashboard/reports/data-schema" target="_blank"><b>Custom Reports Data Schema documentation</b></a>.
