From the Reports page in QuotaPath, admins can create custom reports with visual graphs using earnings and attainment data to inform analytical decisions and drive sales performance.
Who can use Custom Reports
Custom Reports is a Premium capability. Only admins can open Reports.
Premium admins can create, edit, duplicate, and review saved reports. Reports in the left-hand navigation may show a beta label.
Admins on Essential or Growth can still open the Reports page, but it shows an upgrade state instead of the report list. +Create Report is hidden until Custom Reports is available.
Workspaces on Free do not show Reports in the left-hand navigation.
If the workspace is in a trial, Reports also shows the upgrade state until Custom Reports is available.
Custom Reports Overview
Watch the below 1-minute video for a quick overview of custom reports.
Creating Reports
When Custom Reports is available, click the '+Create Report' button from the Reports page. Only admins can create and view custom reports. Custom reports use earnings and attainment data only — not payouts data. Below you will find a detailed overview of the report builder and detailed steps on how to create a report:
Report Details
The first step in creating a custom report is to enter the below report details. Only a Report Name is required.
Report Name
Report Description
Columns
Next, click the 'Columns' tab on the left hand side and choose the fields to add to your report. Some fields will be selected by default to help get you started.
Once you've added fields to your report, you can further configure your report by customizing the columns. Either click the column name and/or by hover over the column name and click the kebob menu for more options:
Pin: Pin the column to the left or right of the report
Re-Order: Drag and drop the column to re-order
Autosize: Choose whether to auto-size a single or all columns
Sort: Sort data in the report by a single column
Filter: Filter data in the report by a single column
Pivot Mode: Click the 'Pivot Mode' toggle in order to aggregate data
After configuring the report layout, you can also group and sum data. While in the 'Columns' tab, click the '=' icon next to a field name and drop the field into either the 'Row Groups' or 'Values' sections below the list of fields as shown below.
Filters
After you've added columns to your report and configured the report layout, filter the data by clicking the 'Filters' tab on the left hand size. From there, expand the field in which you'd like to filter data and use the checkboxes to apply the filters.
Charts
Once you've finished adding and filtering data in your report, click the 'Add Chart' button in the middle of the screen to add a data visualization to your report. From there, you'll need to configure the chart by selecting the following information.
Categories: Select the data for the x-axis in your chart in the 'Categories' section in the 'Data' tab
Series: Select the data for the y-axis in your chart in the 'Categories' section in the 'Data' tab
Chart: Choose the type of chart to visualize your data in the 'Settings' tab
After you've finished creating your report, don't forget to click 'Save' in the top right hand corner!
Managing Reports
Once you've created a report, you can manage it from the report view or from the Reports list. On the list, search or sort saved reports, and use the per-report menu to edit, duplicate, or delete. While viewing a report, you'll see the following report management options:
Refresh Data: Click the 'Refresh Data' button in order to update data in the report based on the most recent synced data from your connected integration and/or updates to plan details
Edit: Edit the report details and/or update the report configuration
Export Data to CSV: Export the report data as a CSV
Export Data to PNG: Export the report chart as a PNG image
Copy Link to Report: Copy the link to the report to share with other Admins in your QuotaPath workspace
Duplicate Report: Duplicate the report to quickly create a new report
