Build your own report

Choose the data, columns, filters and grouping, and see the result as you go.

For: Everyone with Reports access

Steps

In Reports, open Report library and select New report.
Under Data, choose what to report on, for example Cases, Invoices, Payments, Chat messages or Calls.
Add, remove and reorder columns. Add filters such as Status is Open or Amount at least 1,000.
Pick the date range and which date it applies to, for example Created or Paid on, or choose All time.
To summarise, choose Group by (a person, team, status, product or a date by month) and add summaries: count, sum, average, lowest or highest.
Give the report a name and select Save report. Supervisors and managers can select Share… to give roles access.

The preview updates as you change settings and shows the first 100 records; exports include every record.
Select Explain this report for a short AI summary of what stands out in the totals.
Only the person who saved a report can change it; others can save their own copy.

Still need help? Contact support