Robust reporting capabilities keep teams organized to deliver projects, run their core processes, and glean insights to inform productive business decisions. Create powerful reports in a matter of minutes.
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 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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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.
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.
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.
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.
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.
Report Toolbar is the go-to spot for reporting power. Available features vary by View.
Sort your data in the way it makes sense for you, whether that's alphabetical, by a numeric value, by date, or something cool completely unique to you.
Filter your data by any other field, returning just the items you're looking for.
Group your data by the value of other fields, helping you organize and understand complex information easily.
Give special visual attention to important information by creating rules that match and highlight conditions or values you specify.
Change row spacing and card sizes in your reports, or let SmartSuite do it automatically.
If you're looking for a particular bit of text in your records, you can quickly use the find filter to narrow things down.
Maximize your SmartSuite real-estate by flipping to full screen mode.
