Download reports

Reports turn your workspace data into a file you can share with an investor, an accountant, or your team. Open Reports from the sidebar. Only workspace admins can see it.

Pick a report

The list on the left groups reports by area. You only see reports for the modules switched on in your workspace.

• Finance: Transactions, Monthly cash flow, and Commitments.
• Work: Tasks and Goals.
• Customers: Pipeline.
• Security: Audit log and Sign-ins.
• Team: Members and roles.

Filter it

Choose a date range: last 7, 30, or 90 days, this month, last month, this quarter, year to date, or a custom range of up to three years. The range applies to the date that fits each report, for example the posted date of a transaction or the day a task was created. Commitments, Goals, and Members show how things stand today, so they have no date range.

Some reports have extra filters. Filter Tasks by status or assignee, and Pipeline by stage.

Read the preview

The page shows totals for the report and the first 50 rows. Money figures follow your privacy setting, so they stay blurred until you reveal them.

Monthly cash flow adds up money in and money out from your bank transactions. It leaves out transfers between your own accounts and failed or cancelled transactions. Money in counts every deposit, including investment, so it is not the same as revenue.

Download it

Select Download PDF for a formatted document with a header, the totals, and the table, with page numbers on every page. Select CSV for a spreadsheet file.

A PDF holds up to 5,000 rows. A CSV holds up to 50,000 rows. If a report is larger, the page tells you, and a narrower date range gets you everything.