Reporting
In-platform Reporting: the report library, dashboards, filters, data freshness, and getting your data out
14 articles
- Manage your dashboardsCreate, rename and delete dashboards, arrange and resize charts, and share a dashboard with everyone at your firm.
- Where did my report go? Classic reports in ReportingA report-by-report guide to finding each of the classic Smartr365 reports in the new Reporting.
- The ready-made reportsEvery report in Browse reports, by group, with what it shows and the date it counts by.
- How up to date is Reporting?Reporting refreshes four times a day. Here's how to read the "Data to" line and when a change you make will appear.
- Export reports to CSV and ExcelDownload a report, a single chart or a whole dashboard, and what each download contains.
- See the cases behind a figureClick a number, a bar or a row to list the cases it counts, then download them or open a case.
- Work with tablesSort, reorder and add columns, move through long tables, open a case from a row, and read blank cells and the "Filled in" line.
- Filters and date rangesNarrow a chart with filters, set a date range for a whole dashboard, and understand which date each chart counts by.
- Build or edit a chart or tableUse the chart editor to start from a ready-made report or from scratch, choose a chart type, pick what to show, add filters and preview the result.
- Add a report to a dashboardKeep a ready-made report on one of your dashboards as it is, or change its columns and filters first with Customise first.
- Find and run a ready-made reportUse Browse reports to find a report by the question it answers, run it full screen, change its dates and download it.
- Getting started with ReportingFind Reporting, run a ready-made report, keep the ones you use on a dashboard, and know how up to date the figures are.
- Reporting FAQsQuick answers to common questions about Reporting, dashboards, filters, dates and exports.
- Find clients due a remortgageUse the ready-made Remortgage opportunities report to list clients coming up for a remortgage, narrow it to a period or an adviser, and export it.