Reports are a powerful tool for discovering insight into your data. These reports can be shared amongst your team. In this article, you’ll learn how to create and share reports.

Pi reports are generated in both HTML and PDF making them easily shared with anyone.

Whenever they’re updated they’re delivered straight to any subscriber’s inbox.

Fully customisable, bespoke reports can be created to focus on the areas of your business that are of importance to you.

You can find Custom Reports in the Reporting section of the navigation menu wherever you are in the app::

This takes you to the Reports dashboard. Click ‘Create new report’ in the top right:

Here, a series of easy questions will help you understand what type of report you get, depending on what configuration you choose.

There are three distinct reporting modes that you should be aware of.

Produces a single report for the date you've selected.

Updates your report every day, week, or month. The date range of the report is always the same length, meaning both the start and end date will move forward every update. These reports are ideal for measuring averaged metrics, such as bounce rate.

Updates your report every day, week, or month, however, unlike the 'range of' report mode, the fixed start date only moves the end date each time it updates. Meaning it grows in size every update. These reports are ideal for year-to-date reports or measuring against target metrics, such as revenue.

When setting up your report you will be asked what you want to report on or how often you want the report to be produced. Days, Weeks, or Months.

When making your choice you should consider your workspace tracking frequency as workspaces tracked in a slower frequency will not be available in faster report frequencies.

For example: If I want to report on my weekly 'Footwear' workspace, this will not be available if I select 'Days' or 'Daily' during report setup.

The last question is what range do you want to compare to? Based on your selection, this can be the previous period, the previous week, the previous month, or the previous year.

On the right of the configuration wizard, you’ll see ‘What to expect’. This box will tell you when your first report will generate and when and how you’ll receive it; how often you’ll receive the report and any other information based on your bespoke configuration:

Click ‘Next’.

Pi’s reports are broken down into components that can be organised in the report any way you like. Multiple varying components or multiple components of the same kind can be used to produce the analysis you need.

Find out in-depth what each component does in our article here.

The list of components is on the left.

Edit and organise the components in your report by dragging and dropping them in the list on the right.

Each component in the report can be edited or deleted.

Click ‘Next’

Click ‘Finish'.

You'll now see your report in the report list. Click the report name to view the report, or choose from the actions to edit, duplicate, or delete the report:

In the reports list of your account, click on the ‘+’ to quickly view the basic information on the report, the last processed report files, the options for viewing or downloading the report, and to easily subscribe/unsubscribe by clicking the toggle button on the left: