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Creating and accessing your pipe reports is very simple. All you need to do is access the pipe you want to generate a report from and click on reports in your pipe header. 

This is what your reports dashboard looks like. If you already have a saved report and want to access it, click on it to open it. If you’d like to create a new one, click the  ‘Create new report’ option.

This is the first screen you see after clicking the ‘Create new report’ button. The standard columns displayed on all new reports are ‘title’, ‘current phase’, ‘creator’ and ‘created at.' Each line is a card in your pipe.

On the top right of your screen you can find three buttons: 

1. Formula: The formula function works for number or currency fields.

Once you enable it, 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 you select it, it will open a dropdown menu with all phases and fields in your pipe. Check the boxes of the fields you want 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 work with it within other software.

Important: Pipefy only exports reports with 30k lines or less. If your report (either company or pipe) encompasses more than 30 thousand cards, only the first 30k lines will be exported.

Saving your report

Once you’re satisfied with the layout of your report, you can 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. The possibility to save your reports 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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