Access, Customize & Export Reports

Accessing Reports

1. Navigate to Reports.
2. Use the tabs at the top to navigate between your custom reports.

Creating Custom Reports

Any field in Pivott can be included in a report export.

Reports can contain both standard Pivott fields and custom fields created for your organization. Because each company may have different custom fields, there isn’t a single master list of reportable fields.

If the data exists in your Pivott workspace, it can generally be included in a report!

Contact help@pivott.io to request customized reports.

Exporting Reports

Reports can be exported for further review.

1. To export an individual report as a PDF:
   • Click Export tab as PDF in the top right-hand corner.

2. To export in a different format:
   • Click the three dots on the top right-hand side of the report (they will appear once you hover over the corner).
   • Click Download Results.

• Choose type (.csv, .xlsx, .json, OR .png)
• Choose Formatted or Unformatted
  • Formatted - E.g. September 6, 2024 or $187.50, like in Pivott Reports
  • Unformatted - E.g. 2024-09-06 or 187.50, like in the database
• Click Download