Reports are structured data exports built from a query against one of your connected data sources. Unlike dashboards, reports focus on tabular output—useful for sharing raw numbers, generating audit trails, or feeding downstream processes.Documentation Index
Fetch the complete documentation index at: https://asdfasdf-c9efe8d6.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Create a report
- Go to Analytics → Reports → New report.
- Give the report a descriptive name.
- Select a data source.
- In the query builder, choose the columns to include.
Select and configure columns
Click Add column and select a field from your data source. For each column you can:- Rename the display header without changing the underlying field name.
- Apply an aggregation (sum, count, average, min, max) if the column is numeric.
- Format the output (number of decimal places, date format, currency symbol).
Apply filters
Filters restrict the rows included in the report. To add a filter:- Click Add filter in the filter panel.
- Select a field, an operator, and a value.
- Add as many filters as needed—they are combined with AND logic by default.
Group and sort
Grouping collapses rows that share the same value in a field, combining their metrics through aggregation. Sorting orders output rows. Click a column header to sort ascending, click again to sort descending. You can sort by multiple columns by holding Shift while clicking.Grouping and aggregation must be consistent—if you group by a field, all other selected columns must either be grouped or aggregated.