Help centre › Reports

Build and save a report

Pick your data, filter, group and save it.

Updated 7 October 2026

Build a report

  1. Open Reporting in the side menu, then Reports, and press + New report, or open one of the Ready-made reports.
  2. Choose the Data and Time period.
  3. Press + Add filter to narrow it down.
  4. Choose Group by (week, month, quarter or year) and what to Show (count, total, average, lowest or highest).
  5. Pick View as and drag Columns to reorder them.

Save

Press Save report, give it a Name and optionally tick Share with my team. Colleagues can view and export a shared report, but only you can change it. They can use Save as copy to keep their own version.

Export

Use Export › Download CSV or Download PDF.

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