Reports

Reports are prepared dashboards: each one answers the same question every day without anyone rebuilding it.

They're built for your team, so the ones in your menu are yours — the names, the widgets and the metrics were chosen for how you work. Find them under the reports menu in the navigation bar — labelled Reports or Inventory depending on your setup.

Finding a report

Depending on your setup, reports are listed either in the Reports menu itself, one entry per report, or down the left of the report page with a search box above them. If a list is long, search rather than scroll; a left-hand list can be collapsed with the arrow at its top edge to give the report more room.

The report header

Every report carries two controls that apply to the whole page:

• Date range — the period the report covers
• Download — takes the report away as a file

Changing the date range re-runs everything on the page.

Tabs

Larger reports are split into tabs, each a different cut of the same subject — for example an overview, then breakdowns by platform and by content. Tabs share the report's date range and filters, so you can move between them without setting up again.

Filters

Below the tabs sit the report's filters, shown as chips with their current value (commonly All). Narrow one and everything on the page follows.

Filters are chosen when the report is built, so each report exposes the handful that matter for its subject rather than every dimension in the dataset.

Widgets

The body of a report is made of widgets — tiles for headline numbers, then tables and charts.

Each table and chart has a … menu in its top right:

Action	What it does
Manage columns	Tables only: choose which columns the table shows, and their order
Data labels	Charts only: print the values on the chart
Export to	Downloads the widget as a PDF, or its data as an Excel spreadsheet