Building reports
Build live charts and tables from your projects, opportunities, customers, products and events, and keep them together on a dashboard everyone can see.
Dashboards
Reports open on a dashboard, such as Portfolio overview. Use Dashboards to switch to another one.
Every tile is a live report. Its label shows what it reports on, such as Opportunities.
Open a tile to see how it's built, or to change it.
Drag a tile by its handle to move it, drag its corner to resize it, or select the bin to remove it. Select Save to keep the layout.
Add report builds a new tile. Export downloads the dashboard, and the refresh button brings the numbers up to date.
Build a report
Choose the data, which sets what each row is:
Projects: one row per project, with the fields of the opportunity it came from.
Opportunities: one row per opportunity, with the fields of the project it became.
Contacts: one row per organisation or individual, with totals from their opportunities, projects and events.
Products: one row per catalogue product, with sales and event totals.
Events: one row per attendance: who attended what, in which role, and for what value.
Choose a chart. There are 18, including table, single figure (Stat), bar, line, area, pie, donut, funnel, treemap, scatter, combo, radar and radial, with stacked and 100% versions.
Add fields. Select a field to add it, or drag it where you want it:
Rows: group down the side, such as by customer.
Columns: group across the top, such as by stage.
Values: what's counted or added up, such as Count of records or Value.
Filters: only include the records you want, such as open opportunities.
For a date, choose how to group it, such as by month.
Turn Show values on chart on or off, and pick a colour set.
Select Save, then Add to dashboard. Done takes you back.
Good to know:
Fields marked via relation come from linked records, such as the customer on an opportunity or the project it became.
Some charts don't use every box. The builder says when one is ignored, and a treemap uses Tiles and Tile size instead of Rows and Values.
The line above the chart shows how many records are included, such as 18 of 18 opportunities.
Updated 2026-10-24