Build and save a report
Pick your data, filter, group and save it.
Updated 7 October 2026
Build a report
- Open Reporting in the side menu, then Reports, and press + New report, or open one of the Ready-made reports.
- Choose the Data and Time period.
- Press + Add filter to narrow it down.
- Choose Group by (week, month, quarter or year) and what to Show (count, total, average, lowest or highest).
- 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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