To start, click your report on the left hand panel and click the three circles in the top right and select Edit report, as shown below.

Here, you will have full customization over the report's title, report settings, and columns.

In Report Settings, you can decide on the Time period you want to highlight, as well as which companies to include. You can toggle on the Include all companies section to have every company included in your report or toggle it off, as shown below, and select which companies you would like to include.

Next, under Columns, you can add in Properties or Metrics. Under Properties, you can add in Last request completed, Contact email, Website, or Tags. Also, you can add in any customizable created company property, such as the Investment Amt, as shown below.

Similarly, you can add in any customized Metrics you have created. Once you have selected Properties and Metrics, you can choose what metric settings to show in the report by clicking on the triangle to the left of the metric, as shown below.

From here, you can show the four options, shown below, for each metric on the report: Previous month, Previous year, %MoM, and %YoY.

Finally, click the blue Save button at the bottom of the screen.

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