Reports are used to pull data from your Events and Customers in a spreadsheet format. In this area of the settings, you can save lists of columns to have in your report, and share that report with other users.

Report Name

Name your reports so you can easily find them and apply them to your data.

Report Type

This is the the data type that you can apply the report to.  


Search in this box to find columns that you want included in your report.  These are what will be used as the heading of the report.  You can group by columns as well as sort by columns to make your reports easier to read and show additional data.  

When you choose to group by a column, we will group all data with the same value for that column into one row of data.  If that data for the row is able to be summed or counted or averaged based on the defined column, then we will do that.  If it's text data, we will only show the first value we find in the group.  Ex. You would not want to group by customer type and have organization as a column.  You would instead have something like Lead $ Total that we could sum.  This would give you the Lead $ Total for each customer type.  

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