> ## Documentation Index
> Fetch the complete documentation index at: https://docs.introw.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Report Builder

> Create custom reports, choose data sources and visualizations, shape metrics and grouping, and export data in Introw.

**Open in Introw:** [Reports](https://app.introw.io/reports)

## How it works

Reports live under Track on the Reports page. Creating a report opens a builder where you choose a
data source, then configure aggregation, grouping, filters, and a date property, and pick a
visualization. The preview updates as you go. You save the report with a name, and a Data tab lets
you inspect and export the underlying rows. New reports are private to their creator and become
visible to others once added to a shared dashboard or embedded in a partner portal.

Data sources include CRM-mapped objects like deals, contacts, and companies, plus Introw-native
sources: partners, engagement, assets, certifications, commissions, emails, and MDF. Saved reports
can be added to dashboards and embedded in partner portals.

## Prerequisites

* A connected CRM for CRM-based reports.
* Reports write access (the reports write scope).
* Available report quota on your plan.

## Settings & configuration

Reports are managed at [Reports](https://app.introw.io/reports).

### Data source

Choose the object or Introw source to report on. MDF as a source requires the MDF module.

### Aggregation and grouping

Pick an aggregation such as count, sum, or average, then a primary and optional secondary grouping,
for example by partner or over time.

### Visualization

Choose a bar chart, line chart, pie chart, or single number. Use display options for labels, legend,
period comparison, top-N, and currency formatting.

### Filters and dates

Apply filters and choose the CRM date property the report ranges over.

### Sharing

New reports are private to the creator. A report becomes visible to others when it is added to a
shared dashboard or embedded in a partner portal, where audience filters scope what each viewer sees.

### Raw data export

Use the Data tab to view the underlying rows and export them to CSV.

## Setup walkthrough

<Steps>
  <Step title="Open Reports">
    Go to [Reports](https://app.introw.io/reports) and create a report.
  </Step>

  <Step title="Choose a data source">
    Select the CRM object or Introw source.
  </Step>

  <Step title="Shape the data">
    Set aggregation, grouping, filters, and dates.
  </Step>

  <Step title="Visualize and save">
    Pick a chart, refine the layout, and save.
  </Step>
</Steps>

## How-to guides

<CardGroup cols={2}>
  <Card title="Build a report" icon="book-open" href="/features/reporting/report-builder/guides/build-a-report">
    Create a custom report end to end: choose a data source, shape the metric and grouping, filter the audience, and pick the right chart.
  </Card>

  <Card title="Export report data to CSV" icon="book-open" href="/features/reporting/report-builder/guides/export-report-data-to-csv">
    Get the raw data out.
  </Card>
</CardGroup>

## Limits & gotchas

<Warning>
  Your plan sets how many reports you can create; unlimited plans have no cap. Reports respect partner access and audience filters, so a report shared to a partner only shows data they are allowed to see. CRM-based reports depend on the CRM being connected and mapped.
</Warning>

## Troubleshooting

* **You cannot create a report** - you have hit your plan's report limit.
* **A data source is missing** - the CRM object is not mapped, or the module (such as MDF) is off.
* **Numbers look off** - check the date property, filters, and currency formatting.