Reports

Build reports by dragging fields, add conditions, show results as a table or chart, then save, share, export or pin them to your dashboard.

Reports is a module. If Reports isn't in your menu, an owner or admin can turn it on in Settings → Modules.

Who can do it:

Reports only ever read your workspace's live records. They never change anything.

Start a report

1. Click Reports, then New report.
2. Under Start from a source, pick what to report on: Deals, Contacts, Companies, Tasks, Activities, Emails or Campaign recipients. (Some need their module on. Emails covers metadata only, never content.)
3. Or pick a template under Or start from a template:
   • Pipeline by stage
   • Won deals by month
   • Deals by owner
   • Win rate by owner
   • Overdue tasks by assignee
   • Activities by type per week
   • New contacts by source
   • Email replies by month
   • Campaign results

Build it

Drag fields from Fields (use Search fields to find one) into the zones:

Without dragging: use a field's Add ‹field› to… menu. Or, with the keyboard, press Space on a field, use ←/→ to choose a zone, and Space to drop. Use Move up, Move down and Remove inside a zone.

On a phone the builder goes in steps: Fields, Layout, Filters, Chart, Results.

Conditions

1. In Filters, choose Match: "all of these (AND)" or "any of these (OR)".
2. Click + Condition and pick a field and operator. Add OR group / AND group to nest (up to 3 levels).

Operators depend on the field: text (is, contains, starts with, is empty…), numbers and money (=, ≠, >, ≥, <, ≤, between), dates (is on, before, after, between, is in a period like This month or Last quarter, in the last / next N days), choices (is any of, is none of), people (is me, is any of) and yes/no.

Report weeks start on Monday (the calendar's start on Sunday).

Values and ratios

• Click Count records, or drag a field into Values and pick Count, Count distinct, Sum, Average, Min or Max.
• Choose A ratio (%) to divide one value by another, for example won deals ÷ closed deals for a win rate. A zero denominator shows "—".
• Only where… limits one value to records matching a condition.

Highlight values

Under Highlight values, click + Highlight rule: "When ‹value› ‹comparison› ‹amount› show as Positive / Warning / Negative". Up to 10 rules.

Show as

Pick Table, Bar, Horizontal bar, Stacked bar, Line, Area, Pie, Donut, Funnel or Number. Fifi marks one as Suggested. A table with Split by becomes a pivot. Charts have Show as table / Show as chart.

Drill down

Click a group, value, bar or slice to see Records: …, the records behind it.

Save and share

1. Click Save report.
2. Enter a Name and an optional Description.
3. Under Who can see it, choose:
   • Only me: nobody else sees it, runs it or finds it in search;
   • Everyone in the workspace: anyone can run it, change its filters for their own run and save a copy. Only you edit it.
4. Save.

Saved reports are under My reports and Shared on the Reports page, and in ⌘K search.

Other buttons on a saved report:

• Save as copy: makes a private "Copy of ‹name›" that's yours.
• Export CSV: up to 10,000 rows. Exports are in the activity log.
• Pin to dashboard / Unpin.
• Details (owner only): rename, describe, share.
• Delete: goes to Settings → Trash for 30 days and comes off every dashboard.

Limits

• A report has 5 seconds to run. Slow ones say "This report takes a while, so it runs when you ask." and show Run report.
• Lists show up to 10,000 rows, 50 to a page. Grouped reports show up to 1,000 groups. Charts show the top 50 groups, then "Other". Split by keeps its top 12 values.
• 60 runs a minute per person.

Troubleshooting

Related guides

• Dashboard and daily digest
• Ask Fifi (builds reports from questions)
• Import, export and Trash