Build, save, and export a report

Clover's report builder lets you answer questions about your tasks, suppliers, and users — no spreadsheets or pivot tables required. You pick a dataset, choose what to show, and the results appear as you build. This guide walks through creating a report, saving it, sharing it, and exporting the results.

Before you start

• Reporting is available to buyer users with reporting access. If you don't see Reports in the left navigation, ask your company administrator.
• Reports show your data as of the most recent refresh (updated nightly), not up-to-the-minute. A change made today may not appear until the next refresh.

Open Reporting

1. In the left navigation, open Reports.
2. You'll land on the reports list, organized into: - My reports — reports you've created, in folders you control. - Company reports — reports shared with everyone at your company.

The New button in the top header creates a workflow run or email — that's not reporting. Use the New report button inside the Reports area.

Start a new report

1. Select New report.
2. Choose a dataset — the kind of data you want to report on: - Tasks — assignments, statuses, and workflow activity. - Suppliers — your connected suppliers and their custom fields. - Users — identity, company, and login activity.
3. The report builder opens with an empty report titled Untitled report and a chip showing your chosen dataset.

Prefer a head start? Select Templates instead and pick a pre-built report — see Start from a template.

Build the report

The builder has four sections — Fields, Measures, Filters, and Limit. As soon as you add a field, the results table appears and updates automatically with every change.

1. Add fields (the columns to group by). Open the Fields section, select Add field, and pick one or more fields from the searchable list (for a Tasks report, that includes fields like Supplier Name, Campaign Name, and others).
2. Add measures (the numbers to calculate). In Measures, pick a field, then choose how to aggregate it (for example, an average or a count) and give the result a name.
3. Add filters to narrow the rows — choose a field, an operator, and a value. You can combine conditions with AND/OR.
4. Review the results table. It reflects your current fields, measures, and filters.

Save it

1. Select Save to my reports.
2. Give the report a name, choose a folder, and set its visibility: - Private — only you can see and run it. - Anyone in my company — everyone at your company can see and run it.
3. Save. A private report appears under My reports; a company report appears under Company reports.

To change visibility later, open the report and use Share.

Export the results

1. With your report open, select Export.
2. Choose CSV or Excel (XLSX). The file downloads with the same rows shown in the builder.

Start from a template instead

1. From the Reports area, select Templates.
2. Choose an entity tab — Tasks, Suppliers, or Users.
3. Pick a template (for example, Task Response Time by Supplier) and select Use template. The builder opens pre-loaded with sensible fields, measures, and filters that you can adjust, save, and export like any other report.