Reports

Reports are where numbers come from. A filtered list tells you which records match; a report tells you how many, how much, and broken down by what.

Reach them from Rapporter in the sidebar.

Use a report whenever the answer is a number you would act on. Totals, counts, revenue by month, deals by owner, win rates. Counting rows on a screen works until the list is longer than a page, and then it quietly stops being right.

Use a filtered list instead when you want to see and work the individual records — call them, edit them, check them one by one.

A report is built from four choices, and they map onto the question you are asking in plain language:

• ⟦Datakilde⟧ — what kind of record you are measuring: Muligheter, Kunder, Fakturaer and so on.
• Conditions — which of those records to include.
• Metric — what to work out: a count, a sum, an average.
• ⟦Grupper etter⟧ — how to break the answer up: by month, by owner, by stage.

So "how much did we win per month this year" is opportunities, filtered to won and this year, summing the amount, grouped by month.

Reports are saved and reusable, so a question worth asking twice is worth building once.