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