⏩ Content Summary
Company reports allow users to filter, visualize, and export data from multiple pipes. Use this feature to analyze your company’s or a specific department's performance over a period of time.
If you want to gather and analyze data from a single pipe, use pipe reports.
🔔 Keep in mind: when an admin user creates a company report, other admins will only view the report if they are members of all the pipes from which the report draws its data.
Access company reports
Go to your account homepage.
Click on your profile picture next to your company's name to open a list of account options.
Select Company reports.
Create a company report
Click Add a report.
In the new window, you'll find two columns:
To the left is the data you want to extract from processes.
To the right are the report results shown as a table.
Next, select the pipes you want to analyze. For example, all pipes from your HR team.
📌 You can only filter the pipes you are a part of.
Then, click on Add filter to specify the data you want from your processes.
Company reports gather information from general attributes of all cards in the chosen pipes.
A card's title
When it was created
A given assignee
Select the data you want to filter, and check out the result.
Here’s an example of a new report that filters data by all cards assigned to a given person.
Combine data using the options and/or for more accuracy
Match different filters to get more accurate results using the options and/or.
And: shows all cards that contain ALL definitions
Or: displays all cards with AT LEAST ONE of the specs
All cards assigned to Ned Nix AND created this year. With this filter, we get four results.
All cards assigned to Ned Nix OR created this year. Now, we get 53 results.
Select the info you want to view
Click on the columns icon to select the fields you want to view in your report.
For example, title, current phase, who created the card, and which pipe the card is in.
Once you're ready to go, click on Save report.
Export a report
Click on the arrow icon at the top, next to the columns icon.
You have the option to download the report in Excel (.xlsx) format, or you can send it to your email address.