Custom Trackers: Build your own tracker

Modified on Wed, 24 Jan at 8:56 PM

Are you looking to tailor the trackers to suit your needs? Our custom tracker feature allows you to personalize your tracking process to meet your unique needs. Follow the simple steps below to create your own custom tracker:

Step 1: Accessing Custom Tracker

1. Navigate to the Tracker page.

2. Click on 'Custom Tracker' to initiate the customization process.

Step 2: Creating a New Tracker

1. Click 'Create New' and choose between downloading or scheduling based on your preference.

2. Provide a name for your tracker.

3. Enter the date range and your email address.

4. Click 'Create' to proceed.

Step 3: Building Your Tracker - An 8-Step Process

1. Select Checks:

- Choose the checks you want in your tracker, or simply select all.

2. Basic Fields:

- Select basic fields, and they will appear on the right side.

- Use drag-and-drop to rearrange or delete selected fields.

- If you do not require any field from a particular section, you can Skip sections by clicking 'Save and Next.'

3. Repeat for Other Fields:

- Repeat the process for the remaining fields.

4. Submit for Preview:

- Click 'Submit for Preview' to view all selected fields.

5. Edit or Delete Fields:

- If needed, click 'edit' on the section title to go back to that specific section.

- Delete unwanted fields in that section.

6. Rearrange Fields:

- Click 'Rearrange Fields' if you wish to change the order of fields.

- Use drag-and-drop to rearrange them as desired.

7. Tracker Generation:

- Once satisfied, click 'Create Report' to complete the process.

Step 4: Accessing Custom Trackers

1. Your custom tracker is now created.

2. To view the list of all custom trackers, click on 'Custom Tracker' from the Tracker page.

Congratulations! You've successfully crafted a custom tracker tailored to your specific needs. For any further assistance, feel free to reach out to our support team. Happy tracking!