Optmyzr

Navigating the New Reporting Experience

Accessing Templates Across Accounts

Custom Conversion Data in Reports

Setting Up a Custom Domain for Your Reports

This guide explains how to create, customize, and share reports using Report Designer. Learn how to use templates or AI, configure widgets, apply branding, reuse reports across accounts, and send…

Report Designer - User Guide

Create and Edit Reports - FAQs

This article covers common issues with creating, configuring, exporting, and interpreting reports in Optmyzr, including zero-data reports, campaign selector setup, date ranges, display issues, and metric discrepancies.

Create and Edit Reports - Troubleshooting

Data Discrepancies in Reports

Multi-Account Report - User Guide

Advanced Reporting Features

Geetanjali Tyagi

Rishabh Singh Jasrotia

Prerna Setia

Create, customize, and troubleshoot reports for single and multi-account performance

Create and Edit Reports

Read our Blog

YouTube Channel

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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