Reporting
Learn how to use our advanced reporting tool
By Adam1 author8 articles
Reports OverviewLearn how to build and run custom reports by selecting a data source, choosing columns, adding filters, setting options, and reviewing results.
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 DataLearn how to add, combine, run, and remove report filters so you can narrow your report results using specific conditions.
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.
Report GroupingUnderstand how to use and control grouping functionality