How to create a report
First, head to the Client that you're creating a report for. Then, select the "Reports" page using the navigation on the left-hand side of your screen.
From the Reports page, click the "Create Report" button in the upper right-hand corner. You can do this from either the Scheduled or Unscheduled tab.
Create Report wizard
The Create Report wizard will appear where you'll choose the report source, choose the title, and start the design respectively.
First, decide on your source. This determines how you will start the design of your report.
Choose from:
A blank report. This gives you a fresh design with nothing pre-configured.
A smart report: This generates a report based on the integrations you currently have connected to a Client.
A report template. This lets you start from either a template that you've created or a pre-configured template that we've made available.
An existing report. This allows you to clone an existing report from any Client in your account as a starting point.
Click continue to move on to step two, where you can enter in the title for this report. Once you've written the title click Continue to generate a report.
Design Editor
With the report created, you can now add and configure report sections and widgets as needed. Sections can be added on the left, and widgets can be added to these sections from the widgets menu on the right.
Reports autosave every few seconds. To confirm that a report is saved, check the indicator in the upper right.
When you're done editing, you can choose to Schedule the report via the Schedule tab at the top, share this report by email, download it as a PDF, or share an email weblink.
Version History
Version history and report version restoration are included with some of our subscriptions.
Each time a report autosaves, a report version is created. To view a report's version history, click the rewind icon in the upper right of the report.
The version sidebar will open on the right, listing historical saves for the report.
Clicking a historical version will load this version into the report editor, where you can scroll through the report visual to make sure it's the version you wish to restore.
Report versions can't be edited via the version preview. Once you've restored the report version, you can make changes any required changes.
Once you're sure which version to restore, hover over the version history on the right, then click the ellipsis menu. In the dropdown, click Restore This Version.
Review the version information in the confirmation pop-up, then click Restore to revert your current report to the previous version.
The historical report version will be restored, and you can start making edits again.
💬 Need additional help?
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