Reporting
Learn how to use our advanced reporting tool
7 articles
Reports OverviewReports lets you build custom queries across your organisation's data, view the results in a table or chart, and export them as CSV or PDF.
Building a ReportThe Report Builder walks you through four steps to configure a report. You can move between steps freely using the tab bar at the top of the builder, and you…
Filtering Report DataFilters let you narrow a report down to only the rows that match specific conditions. You can add up to 50 filters per report, and combine them with AND /…
Viewing ResultsAfter running a report, results appear in a table below the Report Builder. You can search, sort, paginate, hide columns, and switch to a chart view.
Charts & VisualisationsAfter running a report you can switch from the table view to a chart view to visualise the data. Charts are generated in the browser from the same data the…
Exporting ReportsYou can export report data as a CSV spreadsheet or a branded PDF document. Exports include all rows that match your current query — not just the visible page —…
Permissions & AccessAccess to Reports is controlled by role permissions. Your administrator assigns permissions through the Roles section under Admin.