Robust Reporting

Report
Types

Take your data and see it in any of our Views. Change report output in a single click, adapting and testing different report styles to hit your needs at that moment. There’s no formatting on the backend - simply choose your view, review the data, and make any configuration changes in the Report Toolbar. 

View your reports in different styles, including Grid, Card, Kanban, Timeline, Map, Calendar or Dashboard.

Create Public
Or Private Reports

Create Public Reports that are available to all users with access to a solution. These offer common views of data for collaboration across teams. 

Anyone can create Private Reports that only they can see. Test out different views, then choose to keep it for your own work process or make Public for the team. 

It's easy to access all your reports in a handy report list found in the same spot.

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Report Toolbar
Features

Every report has a standard Toolbar with consistent controls to present and analyze your data. In just a few seconds you can select the fields to display in reports, apply sorting, create filters, group items by shared attributes, and visually find items.

Star Your
Favorite Reports

We all have go-to reports that make our lives easier. Click the Star ⭐ next to any report name you have access to and pin it to your Favorites for easy access directly from your SmartSuite home page. Stop searching for reports, start searching for insights. 

Print & Export
Your Reports

It’s your data, don’t let us stop you from accessing it how you want to! Instantly export data from any report to PDF, Excel, Google Sheets, or CSV. Print a status report for your weekly client meeting, share sales data to impress potential investors or create an employee file to upload to your payroll system. It's easy to export for any need.

Share Reports
By Email

Send your reports as email attachments, and include a deep link that will take the recipient directly to the content in SmartSuite. Add a custom message to set the context for why you're sharing.

Always forgetting to send reports? Automate your sharing by scheduling your email updates at whatever frequency you want.

Access Reports
On the Go

SmartSuite is Web, Tablet, and Mobile ready, so you can access your reports and key metrics from anywhere - anytime. From a plane to your dining room table, we work where you work.