Access, Customize & Export Reports

Accessing Reports

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

Creating Custom Reports

Reports are set up for each customer based on your specific needs. To get started with a custom report request:

1. Send us an email

   Email us at help@pivott.io with the subject line "Custom Reports." Provide as much information and detail as possible about the report you'd like to see, and we'll help from there!

2. Reach out to your account manager

   Your company will be assigned a primary account manager. If you have their contact details, feel free to reach out directly—they’ll help create custom reports for you!

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