Build a report

Reports are structured data exports built from a query against one of your connected data sources. Unlike dashboards, reports focus on tabular output—useful for sharing raw numbers, generating audit trails, or feeding downstream processes.

Create a report

1. Go to Analytics → Reports → New report.
2. Give the report a descriptive name.
3. Select a data source.
4. In the query builder, choose the columns to include.

Select and configure columns

Click Add column and select a field from your data source. For each column you can:

• Rename the display header without changing the underlying field name.
• Apply an aggregation (sum, count, average, min, max) if the column is numeric.
• Format the output (number of decimal places, date format, currency symbol).

Drag columns to reorder them in the output.

Apply filters

Filters restrict the rows included in the report. To add a filter:

1. Click Add filter in the filter panel.
2. Select a field, an operator, and a value.
3. Add as many filters as needed—they are combined with AND logic by default.

For OR logic, click Switch to OR to change how filters are combined within a group.

Group and sort

Grouping collapses rows that share the same value in a field, combining their metrics through aggregation.

Sorting orders output rows. Click a column header to sort ascending, click again to sort descending. You can sort by multiple columns by holding Shift while clicking.

Note

Grouping and aggregation must be consistent—if you group by a field, all other selected columns must either be grouped or aggregated.

Preview and save

Click Preview to run the report against a sample of your data before saving. Once satisfied, click Save report. The report is now available in your Reports library and can be scheduled for delivery.