# Create reports URL: https://attio.com/help/reference/managing-your-data/dashboard-and-reports/reports Breadcrumbs: [Help](https://attio.com/help) > [Reference](https://attio.com/help/reference) > [Managing your data](https://attio.com/help/reference/managing-your-data) > [Dashboards and reports](https://attio.com/help/reference/managing-your-data/dashboard-and-reports) Find out how to create reports to visualize your data. > Available on all plans. > > Available for **all** workspace members. > > The types of reports available and the number you can create depend on [your Attio plan](https://attio.com/pricing). Reports allow you to visualize your lists and records data in highly customizable charts. You can add reports to dashboards and customize them to answer specific business questions. This guide explains the different report types you can use, and how to build them step by step. ## Create a new report A report is a chart or table that analyzes your object or list data. A [dashboard](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/dashboards) is a page that contains one or more reports. To create a new report on a dashboard: - Click **Reports** in the sidebar. - Open or [create a dashboard](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/dashboards). - Click **+ Add report**. To duplicate a report: open the report’s **⋮** menu, select **Duplicate** to copy it to the same dashboard, or **Duplicate to…** to copy it to another dashboard. ![Pie chart showing option to duplicate](https://a.storyblok.com/f/234930/1210x948/5a56146321/duplicate-report.png) Select **New report** in the top left and replace the default text with a descriptive name. Then, next to the report name, click **Describe this report...** and add a short description explaining what the report displays. > For a video overview of creating dashboards and reports, see **Reports** in Attio Academy. ## Choose a report type Choose which type of report you want to build: ### **Report types at a glance** | Question you want to answer | Use this type | | ---------------------------------------------------------------- | ----------------- | | How many or how much of something is there? | Insight | | How has a metric changed over time? | Historical values | | What are the conversion rates through stages in a pipeline? | Funnel | | How long are records staying in each stage? | Time in stage | | How many records or what value entered a stage in a time period? | Stage changed | ### When to use an Insight report Insight reports are available on all Attio plans. #### **What it is** Shows the current state of your data: how many or how much of a metric there is at the time of viewing the report. > **Note:** If you group by a custom date attribute (such as a Close date attribute), an Insight report can also show a count of timestamps by day, week, or month. In this case, it works more like a timeline showing you how many deals closed in each period. #### **Use it when** You want flexible totals, averages, and breakdowns, with the option to group and segment by two attributes. This makes it the best starting point for most questions, unless you need the specific focus of another report type, such as visualizing your pipeline or tracking how record values changed over time. #### **Typical questions it answers** - How many are there right now? - What is the total or average? - How is that value split by owner, stage, region, date, or any other attribute? - How many times did something happen in a given time period? #### **Example use cases** - Number of active deals in each stage - ARR of active customers by industry - Number of workspaces signing up per month using a custom Sign-up date attribute - Average deal size per owner - Total pipeline value grouped by region - Deals closed per month per owner, using a custom Close date attribute For step-by-step instructions on how to create an Insight report, see this guide: [Set up an Insight report](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-an-insight-report) ### When to use a Historical values report Historical values reports are available on Pro and Enterprise plans. #### **What it is** Track what your data looked like at prior points in time, week by week, month by month, and so on. #### **Use it when** You need to see a trend line of how a metric has changed over time. If you need to use a custom date attribute or want the current values, use an Insight report instead. #### **Typical questions it answers** - Is this metric going up or down? - How does the value compare by week or month? - When did a change start? #### **Example use cases** - Total deal value over time - Number of deals in each pipeline stage over time - Changes in ARR over time - Number of customers over time - Number of workspaces or users records over time For step-by-step instructions on how to create a Historical values report, see this guide: [Set up a Historical values report](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-a-historical-values-report) ### When to use a Funnel report Funnel reports are available on Plus, Pro, and Enterprise plans. #### **What it is** A conversion report that measures how many records progress through stages in order. #### **Use it when** You need to see stage-to-stage conversion rates and drop-off. If you only need counts or values of records moving into a stage, use Stage changed. If you need time spent in stages, use Time in stage. #### **Typical questions it answers** - What percent reached the next step? - Where is the biggest drop-off? - How many made it from first to last step? #### **Example use cases** - Conversion rate from Lead > Meeting > Won - Loss rate from Lead > Lost - Drop-off between Demo scheduled and Proposal sent - Percentage of leads making it through a 3-stage pipeline For step-by-step instructions on how to create a Funnel report, see this guide: [Set up a Funnel report](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-a-funnel-report) ### When to use a Time in stage report Time in stage reports are available on Pro and Enterprise plans. #### **What it is** An analysis of how long records spend in stages. #### **Use it when** Your main concern is the time records are spending in stages or spotting bottlenecks. If you need counts or values of movements, use Stage changed. If you need conversion rates, use Funnel. #### **Typical questions it answers** - Where is the process slow? - How long do records stay before moving on? - Who moves items through faster? #### **Example use cases** - Average time deals spend in Negotiation stage - Comparing stage durations between deal owners - Average time candidates spend in each interview stage (for example, Hiring manager review, Screening, or Offer approval) - Average time customers spend in Onboarding stage For step-by-step instructions on how to create a Time in stage report, see this guide: [Set up a Time in stage report](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-a-time-in-stage-report) ### When to use a Stage changed report Stage changed reports are available on Pro and Enterprise plans. #### **What it is** Counts or calculates value for records that entered a stage during a time window. #### **Use it when** You want to measure movement events, such as how many items reached a key stage and the value they carried. If you need multi-step conversion rates, use Funnel. If you need time spent, use Time in stage. #### **Typical questions it answers** - How many records entered a stage this month? - What value moved into this stage? #### **Example use cases** - Total deal value moving into Won stage each quarter - Average rating of candidates moving into Offer stage each month - Number of a specific owner’s deals moving into Won each month - Amount of new leads entering Qualified lead vs Unqualified over time ![Attio report type options](https://a.storyblok.com/f/234930/1904x910/0a9cd9a5fa/report-type-options.png) For step-by-step instructions on how to create a Stage changed report, see this guide: [Set up a Stage changed report](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-a-stage-changed-report) ## Setup for each report type Each report type has its own setup options and best practices. Find the full setup instructions for each report type below: - [Set up an Insight report](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-an-insight-report) - [Set up a Historical values report](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-a-historical-values-report) - [Set up a Funnel report](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-a-funnel-report) - [Set up a Time in stage report](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-a-time-in-stage-report) - [Set up a Stage changed report](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/set-up-a-stage-changed-report) ## Save reports Changes you make to a report are not visible to other team members until the report is saved. - Click **Save** to publish a new report and make it visible to workspace members, or to apply edits to an existing report for all workspace members. - To discard your changes, either navigate away or click **Discard changes**. This will revert the report to its last saved version. If you want to create a new report based on your edits, click the caret next to **Save** and select **As new report**. ![](https://a.storyblok.com/f/234930/1354x560/2d44d4a2c4/save-report.png) ## View reports When viewing a report: - Hover your cursor over a data point to see the value and counts represented. - In Insight reports grouped by an attribute, select a data point to open the contributing records or entries, or click **View contributing data** to see a table of all records or entries in the report. If you need to be able to save the table view with sorting, filters, and columns, [create the view](https://attio.com/help/reference/managing-your-data/views/create-and-manage-table-views) on the object or list instead. - To resize or rearrange the reports on a dashboard, see [Customize dashboard layout](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/dashboards#customize-dashboard-layout). You can also: - Click **Calculated values** to expand a table showing all values and counts. Highlighting a cell in the table will highlight the corresponding data in the chart, and vice versa. - Use the download icon in the upper-right corner of the table to export it as a CSV file. CSV export is available for the calculated values table only. ![Bar chart showing deal statuses and a table below showing Calculated values with a count for each deal stage](https://a.storyblok.com/f/234930/1454x1092/226bf690a3/download-report-table.png) ## Filter the data in your reports Filters let you include only the records or list entries that meet certain criteria. Without filters, all records from the selected object or list are included in the report. To add a filter: 1. Click **Add filter**. 2. Select the attribute you want to filter by. 3. Choose the condition (is, is not, contains, etc.). 4. If applicable, enter the value to filter by. > **Note:** For attributes that store workspace members (such as Owner or Assignee), you can filter by **Current user** to surface only records or entries where the value matches whoever is currently logged in. This makes reports reusable across your team, so each member sees records or entries relevant to them without needing separate reports. You can refine filters further: - Click **+** to add additional conditions, or click the ⋮ icon next to a condition and select **Convert to advanced filter** to add more options. - To group filters with **And/Or** logic, click the ⋮ icon next to a filter, select **Convert to group**, then add more filters and toggle **And**/**Or** as needed. ⁠ ![Filter settings panel showing date and deal owner filters for North America Sales in a funnel report](https://a.storyblok.com/f/234930/2164x684/b4bc497708/filter-reports.png) To remove a filter or condition, click the ⋮ icon next to it, then select **Delete condition** or **Delete filter**. #### Choosing between And and Or When you combine multiple filter conditions, the **And/Or** toggle controls how records are matched across them. Use **Or** when including records. A record appears in the report if it matches any one of the conditions. For example, to show records where Lead Status is "Prospect" or "Warm Lead": - Lead Status **is** Prospect - **Or** Lead Status **is** Warm Lead Use **And** when excluding records. A record only appears if it meets every condition at the same time. For example, to hide records where Lead Status is not "Prospect" or "Warm Lead": - Lead Status **is not** Prospect - **And** Lead Status **is not** Warm Lead #### Example: Filtering by stage history You can filter based on whether records were ever in a specific stage, or when they entered a stage. For example: - Deal stage > was > Evaluation > before > today - Returns records that were in the Evaluation stage at any point. - Deal stage > was > Meeting > after > one month ago - Returns records that moved into the Meeting stage within the last month. ## Related resources - [Dashboards](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/dashboards): Learn how to create and manage dashboards, and add reports to them. - [Manage reports](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/manage-reports): Edit, duplicate, and organize your reports across dashboards. - [Build a sales reporting dashboard](https://attio.com/help/reference/managing-your-data/dashboard-and-reports/build-a-sales-reporting-dashboard): Build a sales dashboard with these reports to analyze your sales cycle. ## FAQ ### Can I report on emails, meetings, sequences, or activities? You are able to report on some email and calendar event data using the **First interaction** or **Last interaction** attributes. For example, you could report on the number of companies your team had the first calendar interaction with each month by setting up a report like this: - **Report type**: **Insight** - **Data source**: **Companies** (or **People**) - **Metric**: **Count Records** - **Grouped by**: **First calendar interaction > When** No additional reporting for email sequences, emails, meetings, or other activities is available today. There are a couple of additional workarounds you can explore: - Create an interactions [custom object](https://attio.com/help/reference/managing-your-data/objects/create-and-manage-custom-objects) so that you can report on the number of interactions your team has in a given timeframe. See [this video walkthrough](https://www.attio.community/c/how-to-resources/logging-and-reporting-on-meeting-and-email-interactions-in-attio) for the steps. - Alternatively, use [workflow automations](https://attio.com/help/reference/automations/workflows/getting-started-with-workflows) to automatically update attributes with every new activity, which you could then use in reports. See [this video walkthrough](https://www.loom.com/share/bdbf0893927449ee8e3e23a190520273) for instructions. ### Can I report on notes or tasks? Reporting on notes and tasks is not currently supported. ### Can I report on historical pipeline data after migrating to Attio from another CRM? It isn’t possible to migrate all historical stage change data. The best approach is to separate views and reports on deals: one for deals created prior to the migration, and another for new deals created in Attio after the migration. If you still have access to your previous CRM, run and save reports there to preserve a record of your historical pipeline. It’s also recommended to export your historical deal data into a CSV so you can continue to reference it. When migrating into Attio, you can use a [custom attribute](https://attio.com/help/reference/managing-your-data/attributes/create-manage-attributes) (for example, a checkbox) to mark migrated deals. This allows you to create two distinct views: - **Migrated deals**: Filter by the checkbox being checked - **New deals**: Filter by the checkbox not being checked During the transition, you will need to work out of both views, and you may want to export data from Attio and combine it with your previous CRM data to create unified reports. Over time, as migrated deals are closed, your view of migrated deals will naturally phase out and become a historical reference, then you’ll reference and report on new deals created in Attio going forward. ### What happens to reports when records are deleted or removed from lists? Deletion of records or list entries has the following impact on reports: - **Deletion of records:** When records are deleted, reports on the object remove the records’ data on refresh. - **Deletion of list entries:** When records are removed from a list, reports on that list remove the list entries’ data on refresh. In both cases, reports stay up to date with the current data in your workspace. If records or list entries are no longer relevant or active but you don't want to lose the historical data, use filters to hide them from views instead of deleting them. That way, the historical data is still available in reports.