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Pipefy enables users to create and save company level reports by combining and filtering the data of two or more pipes.

In case you need to extract data from a specific pipe, we recommend using our pipe reports.

Users can only see the information in the pipes and saved reports that they have member, admin, or read-only permission in.

📌 To view a saved report, the user needs to have one of the permissions mentioned above in all pipes selected in the report. If you can't see a report one of your colleagues created, maybe you don't have the necessary permission in one or more pipes.

While pipe reports offer the possibility of displaying all the fields in all of the pipe's phases, in company reports, Pipefy only displays the general aspects that are common to all pipes: card ID, card title, current phase, pipe name, labels, due date, creator, assignees, created at, finished at, updated at, last comment, and last comment at.

If you need to extract further information from your processes you'll need to use pipe reports.

When can company reports be used?

Company reports can be used in many different scenarios, such as:

  • Keeping track of all the activities a team (or a specific team member) is working on (in different pipes)

  • Getting key information from multiple pipes at the same time

  • Generating KPIs for the entire company

  • Exporting data from multiple Pipes

  • Building your own version of My tasks using filters

Accessing company reports

Click on the Reports button, located at the pipe's header.

If you already have saved reports, you'll be redirected to a screen where you can either access your saved reports or create a new report. If you don't, you'll be redirected to the screen where you can create a new one.

📌Click here to learn how to create company reports.

Join the Pipefy Community to share feedback about our product, ask questions, and stay on top of what's new. Learn to manage processes at Pipefy Academy.

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