Estimated reading time: 5 minutes
Pipefy offers two kinds of reports:
Pipe report: Extract data from a specific pipe
Company report: Combine and filter the data of two or more pipes
Pipe reports step by step
Access the Pipe that you want to generate a report from and click on Reports in the header.
To create a new report, click on Add a report.
You will see a table with the standard columns: title, current phase, creator, and created at. Each line is a card in your pipe. You can export it as it is or use filters (more instructions below).
On the top right of your screen you can find three buttons:
1. Formula: The formula function works for number or currency fields. Once enabled, a field will appear where you can choose to display the sum, average, minimum value, or maximum value.
2. Field select: You can customize the information you want to see in your report by clicking the second button. When selected, it will open a dropdown menu with all phases and fields in your pipe. Check the boxes of the fields you want to be displayed in this report.
3. Export: When clicking on the export icon, your report will be converted in XSLX format. You can choose to download it straight from Pipefy or to receive a download link in your registered email. From there, you can extract your data and use it in other software.
📌 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.
Filtering your data
On the left side of the reports dashboard, you'll find the filtering options. You can choose to filter the data in your process based on any of the general attributes and fields of your processes.
Click on Add filter to select the desired options.
You can add filters to only view cards that are currently in the negotiation phase and have been assigned to someone in specific, for example.
Each field type offers different filtering options. 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
We recommend exploring all the filtering options to figure out which ones work best for your process' needs.
Saving your report
Once satisfied with the layout of your report, save it. By saving a report, you're basically creating a template for the report with all columns already set in place.
The report will be updated whenever more cards fit the established criteria/filters. This 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.