Creating a Custom Report

Streamline your workflow and collaboration with teammates by creating custom reports.

Creating custom reports and saving them to your project will make it easier to quickly see your data the way your team needs it organized. Saved reports will be added to the Reports tab in Join and can be easily accessed by the rest of the team if you choose to share with them.

Note: Reports in Join are real-time reflections of the data in your project and update live as changes are made.

Customizing and Saving a Report

To save a new custom report follow the steps below:

Group, sort, and filter the view of the report how you want it saved
Click the Report button in the upper right corner
Select Create new report
Enter a report name
Enter a description (optional)
Choose to keep the report private or share it with the team
Click the Save button

Tip: Add more detail to the report name such as the group and filter settings.

Grouping, Sorting, and Filtering Reports

Grouping

Group the data in your reports by any Categorization or built-in data field on your project by using the Group By dropdown menu.

Note: Sometimes the Group By menu is located in the Edit menu.

Sorting

Sort the data in your reports by any Categorization or built-in data field on your project by using the Sort By dropdown menu.

Filtering

Filter the data in your reports by any Categorization or built-in data field on your project by using the Filter button.