Filter and export a report

Every report works the same way: pick it, set the dates, and read the totals, chart or rows. Download the rows when you need them in a spreadsheet.

Open and filter a reportCopy Anchor Link

1. Open Reports and select a report card, such as Revenue Summary.
2. Use the report buttons at the top to switch to another report in the same group.
3. Set From and To for the period you want.
4. On reports over time, choose Group by: day, week or month.
5. On finance reports, choose one Currency.
6. Switch between Chart and Table. Select a column header in the table to sort.

You're done when the summary at the top and the rows show the period you picked.

Export itCopy Anchor Link

Set your filters, then select Export CSV. The file holds the table rows as you see them, not the chart or summary. Rename it with the period and currency before you share it.

Good to knowCopy Anchor Link

• Switching reports resets the filters.
• Pick one currency for finance totals. Reports don't convert between currencies, so mixing them adds unlike amounts together.
• If a report is empty, select Reset, widen the dates, and check you can see that area of Agiled.
• If a number looks wrong, open one of the records behind it and fix it there. The report updates on its own.

RelatedCopy Anchor Link

• Reports
• Dashboards