Insights
Reports and dashboards
Build reports and pin them to your dashboard.
Last reviewed October 3, 2026
Build a report
- 1Open Insights > Reports and select New report.
- 2Choose what to report on, how to group it and the chart type.
- 3Save it, then select Pin to dashboard.
Exports
Lists and reports can be exported as CSV or Excel files.
Amounts in other currencies are converted to your base currency using the rates your admin maintains.