Reports
Reports turn your records into numbers, charts, and tables. Pick what to count (metrics), how to group it (dimensions), and how to show it, then save the result so you and your team can come back to it.
Open Analytics → Reports to see the report library. Click New report to build one from scratch.
The report library
Section titled “The report library”The library lists every report you can open:
- Workstation reports, a ready-made set covering revenue, pipeline, contacts, accounts, activities, team performance, tickets, projects, appointments, requests, and website traffic.
- Reports you created.
- Reports colleagues shared with you.
- Reports saved from a module’s Reports tab, such as Invoices and Payments (see Module reports).
The list shows each report’s name, category, when you last viewed it, and who created it. Search by name, or filter by Category and Created by. Pin a report to keep it at the top of your list; pins are personal.
Build a report
Section titled “Build a report”A new report opens the report builder. Its right-hand panel has four parts:
| Part | What it does |
|---|---|
| Metrics | What to measure, such as Deals, Revenue (Won Deals), Average Deal Value, or Completed Activities |
| Dimensions | How to group the numbers, such as stage, owner, source, or created date |
| Visualization | How to show the result. A recommended option is suggested based on your data. |
| Filters | Which records to include |
Start by adding a metric. Metrics and dimensions are grouped by object: Deals, Accounts, Contacts, Activities, Price Offers, Invoices, Tickets, Projects, Milestones, Jobs, Appointments, Requests, Inbox Conversations, Inbox Messages, Agent Runs, Goals, and Widget Analytics.
Custom properties from Properties show up as dimensions and filters next to the native fields. Some dimensions come from a related record, for example a deal’s account name.
Filters apply to the report’s main object, which is the object of the first metric. To narrow by a related record, build the report on that record’s object instead, or filter by a segment.
Ask Fox
Section titled “Ask Fox”Instead of picking fields by hand, describe the report in the box above the chart. For example: “top 5 won deals by owner this quarter”. Once a report is open, use the same box to refine it, such as “group by month” or “only deals over $10k”.
Visualizations
Section titled “Visualizations”| Type | Best for |
|---|---|
| Display metric | One number, with its change against a comparison period |
| Gauge | One number against a target, either a fixed number or another metric |
| Line and Area chart | Trends over time |
| Vertical and horizontal bars | Comparing groups, in simple, stacked, or grouped form |
| Donut and Pie chart | Share of a total |
| Funnel | Movement through stages |
| Display table | Exact values, with sorting |
Charts also show a data table below them. Use Items shown to limit how many groups the chart draws; the table still shows every row.
Date range, comparison, and currency
Section titled “Date range, comparison, and currency”The toolbar above the chart controls the time period:
- Date range: a preset or custom range. For objects with more than one date, choose which date the range uses, for example a deal’s create date, close date, or won date.
- Comparison: the previous period, the previous year, the previous year matched by day of week, or a custom range.
- Currency: the currency used for money values.
When you group by a date, choose the grouping: day, week, month, quarter, or year.
Save and share
Section titled “Save and share”Click Save and give the report a name, an optional description, and a category. After you change a saved report, the toolbar shows Unsaved; click Save to keep the changes, Discard to undo them, or Save as new to keep the original.
Workstation reports and reports shared with you can’t be changed directly. Use Save as new to make your own copy.
Click Share on a report you own to choose who can open it:
| Access | Who can open it |
|---|---|
| Only me | Just you |
| Selected users | The people you pick |
| Everyone in the organization | All members with Reports access |
Only you can edit the original. People you share with still need Reports access, and they only see records their own data visibility allows. Use Copy link to send a direct link.
Use a report elsewhere
Section titled “Use a report elsewhere”- Add to dashboard adds the report to your Dashboard as a Chart, a Table, or Chart + Table.
- Export downloads the result as CSV or XLSX (Excel).
A report returns up to 1,000 rows. Narrow the date range or add filters if you need more detail.
Module reports
Section titled “Module reports”Some modules have their own Reports tab next to Records in the module header. Today these are Invoices and Payments. A module report uses the same filters and columns as the module’s list, so its totals match what you see there.
On a module’s Reports tab you can:
- Start from a template, such as Invoice overview, By account, Outstanding invoices, Payment overview, or By payment method.
- Filter, choose columns, and Group by a field to get one summary row per group.
- Show Summary cards and a Chart. Pick the chart measure and what to group it by. Date charts can show days, weeks, or months.
- Click a bar or a group to see the records behind it.
- Export the records or the summary.
- Save report to add it to the report library. Opening it from the library takes you back to the module’s Reports tab.
From the Invoices list you can also click Create report from view to turn your current filters into a report.
Module reports need both the module’s view permission and Reports access.
Other reports
Section titled “Other reports”- KPI Reports track goal and KPI performance.
- Accounting reports cover the ledger, trial balance, and financial statements. Accounting data is not part of this module.
- Point of Sale has its own sales reports.
Permissions
Section titled “Permissions”Reports need reports.view. Report data always follows each person’s data visibility, so two people opening the same report may see different totals.