Reports & Forecasts

Filter and Export a Report

Narrow supported reports to a particular person or customer, choose dates, and export the results as a spreadsheet-friendly CSV or PDF.

  • Works on every plan
  • About 5 minutes

Report filters let you focus supported reports on one person, customer or candidate. Choose dates as well, then export the chart or table for further work or sharing.

Apply a report filter

  1. Choose a report

    Open Reports and select a report. If that report supports extra filters, its filter fields appear above the date range. Reports without extra filters show only the date fields.

  2. Select the record

    Use the available search field to choose a person, customer or candidate. Which filters appear depends on the report: for example, revenue can be narrowed to a customer, while time reports can be narrowed to a team member.

  3. Set dates and generate

    Choose the start and end dates and select Generate. Changing a filter refreshes the report using the selected dates.

Export the results

  • Export CSV downloads the report table as a CSV file you can open in a spreadsheet. It includes the report's table headings and rows.
  • Export PDF downloads a PDF containing the report title, date range, chart and data table.

Choose the filter and date range before exporting so the file matches the results you reviewed.

For help choosing a report, see Find the Right Report for Your Work. For recurring delivery, see Schedule Reports for Automatic Delivery.

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