Build a report

When the ready-made reports do not answer your question, build your own. You pick from lists, so there is nothing to type but the name, and a live preview shows the result as you go.

Steps

1. Open Insights, Reports and press Build a report. To start from a ready-made one, open it and press Duplicate and change instead.
2. 1. What is it about? Pick one, for example orders, quotes or leads.
3. 2. What do you want to measure? Tick up to three. The first one you tick is the big number.
4. 3. Broken down by: pick a time step (By month, By day of the week and so on), a category, or Nothing: just the number. Where it asks, choose which date counts under Dated by.
5. 4. Only include (optional): press Add a condition and pick the values to keep, for example one lead source.
6. Pick the chart: Number, Columns, Line, Ranked bars, Donut, Table or Calendar.
7. Check the Preview, then give it a Name and One line about it.
8. Under Who can see it, pick Only me, Everyone with Reports or Some roles.
9. Press Save report. It opens on its own page and is listed under Mine.

Set a goal

1. Open the report and pick a month, quarter or year range (for example This month).
2. Press Set a goal, type the target (for a percentage, write 0.95 for 95%) and press Save.
3. Every dashboard tile for that report now shows how far along you are.

Good to know

• The Calendar chart needs the report broken down by day.
• Sharing a report never shows anyone more than their own role allows. A person without the money switch still sees no margins.
• Edit and Delete show on reports you made. A ready-made report cannot be changed, only duplicated.
• Building a report and setting goals need the Reports permissions to add and to change. An admin sets them on the role.

If something goes wrong

• There is no Build a report button. Your role may read reports but not add them. Ask an admin.
• A choice is missing under "What do you want to measure?". Some numbers need a permission your role does not have, such as costs or pay.