Report Builder

The Report Builder lets you build your own reports without waiting on a developer. Pick a data source, choose the fields to break the data down by, add the numbers you want measured, filter it, and save it — the results preview live as you build.

Built reports are saved, organized into folders, shared with your team, drilled into, and exported.

Accessing the Report Builder

1. Click Reports in the main navigation sidebar
2. Click Report Builder

You land on the report list — every report you own, plus every report shared with you.

How a Report Is Built

Every report is made of the same four pieces. Together they spell out a sentence: "Sold revenue by salesperson, by month, for projects created this year."

Piece	What it does	In that sentence
Data source	The kind of record the report is about	projects
Dimensions	The fields the data is broken down by	by salesperson, by month
Metrics	The numbers measured about those records	sold revenue
Filters	Which records are included at all	created this year

Dimensions — the "by what"

Dimensions are fields you break the data down by: Stage, Salesperson, Division, City, Created Date. They answer "which one?", never "how many?". A dimension is always read off the record — it is never calculated.

Metrics — the "how much"

Metrics are numbers calculated across a whole group of records: a count of them, or the sum, average, lowest, or highest of one of their fields. They answer "how much?".

The distinction that matters: one project's Sold Amount is a field; the total Sold Amount of every project in a stage is a metric.

The two together decide the shape

Report has	Shape	Each row is
Dimensions only	List report — dimensions are the table's columns	One record
Dimensions and metrics	Summary report — dimensions become the grouping	One group, with its measured values

That is the only mode switch in the builder, and it isn't a switch you throw: adding a metric turns a list into a summary, and removing every metric turns it back. Summary reports can also be charted, and any summarized row can be clicked to see the records behind it.

tip

The same two dimensions — Stage and Salesperson — give you a list of every project with its stage and salesperson, or, the moment you add a Count, one row per stage-and-salesperson pair with the number of projects in each. Nothing else changes.

What You Can Report On

Data source	Records
Projects	Projects and leads
Contacts	Clients, prospects, and vendors
Contracts	Contracts of every type
Permits	Permits
Activities	Scheduled activities and tasks
Purchase Orders	Purchase orders
Quotes	Vendor quotes

Each data source also reaches fields on related records — a Permits report can show the project's name and the client's last name. See Data Sources and Fields.

The Report Screens

Screen	Purpose
Report list	Browse, search, and organize saved reports by folder
Editor	Build or change a report, with a live preview of results
Viewer	Run a saved report, sort it, drill into it, export it

Clicking a report in the list opens the viewer. Edit in the viewer (or Edit in the report's ⋮ menu) opens the editor.

Permissions

Capability	Who has it
Create reports	Any user
View / run / export a report	Its creator, plus anyone it is shared with
Edit or delete a report	Its creator only
Edit or delete any report	Users with the Manage Reports permission
See cost fields in reports	Users with the View Project Costs permission

If you don't hold View Project Costs, project cost fields are dropped from the report when it runs and a warning appears above the results. The rest of the report still works — sold amounts, budgets, fees, and deposits are not affected by that permission.

Where to Go Next

• Creating a Report — the step-by-step walkthrough
• Data Sources and Fields — what you can put in a report
• Filters — narrowing the records
• Grouping, Charts, and Drill-Down — summarizing and visualizing
• Sharing and Folders — organizing and sharing reports
• Exporting — CSV and Excel exports
• Limits and Troubleshooting — warnings, caps, and fixes