Estimated reading time: 5 minutes
With pipe reports, you are able to monitor process metrics, keep track of your team's performance, and export information in a spreadsheet.
How to get to Reports
Access the pipe that you want to generate a report from and click on Reports.
To create a new report, click on Add a report.
You will see a table with standard columns: title, current phase, creator, and created at. Each line is a card in your pipe.
Select the information you want to analyze
Click on the field select button to choose what you want to see in your report. It can be attributes from cards or fields from the Start Form or phases.
Check the fields you want to display in this report.
To display specific information, click on Add filter and select the desired options.
For example: add filters to only view cards that are currently in the negotiation phase and have been assigned to someone.
Each field type offers different filtering options, and date type fields (such as date, due date, and date-time) offer three specific options:
Period: specific periods of time, such as today, current week, previous week, etc.
Relative: less/exactly or more than any amount of days ago or ahead
Absolute: before/after/on a specific date
Other Reporting features
Select this option to calculate the sum, average, minimum value, or maximum value of fields in your pipe. For example, in a Sales CRM, the formula can show the sum of all deal values.
This feature works just with number or currency fields.
Overdue and expired cards
You can select columns to display the cards with active alerts, such as Overdue and Expired,
For that, press the Columns icon next to the Formula and Export icons.
As you do, you'll be able to select the following options:
Expired at: show the date the cards became expired. If the card isn't expired, this information is Unknown.
Overdue: show whether the card became late (or not) through Yes and No labels.
Learn more about the types of alerts you can set up in your pipe.
Click on the export icon to download your report as a spreadsheet. You can send it to your email too.
From there, you can extract your data and use it in other software, like Excel, Google Sheets, Power BI, Tableau, and other BI tools.
📌 Important: Pipefy only exports reports with 30k lines or less. If your report (either company or pipe) encompasses more than 30k cards, only the first 30k lines will be exported.
Save your report
Once satisfied with the layout of your report, save it.
When you save it, you're creating a template for the report with all columns already set in place.
The report is automatically updated, which is especially useful if you want to measure different things within one single pipe.
You can find the blue Save report button in the lower-left corner of your screen.
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