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How to create a report
How to create a report

Build reports you can run to report on forms or tasks.

Liz Splain avatar
Written by Liz Splain
Updated over 4 years ago

You've spent time working in molti.  You've assigned tasks.  You've completed forms. Wouldn't it be nice to easily see what's outstanding?  Or what information you've stored?

That's what reports are for!

On the Reports  page you can create custom reports to query data related to tasks, projects, or forms.

To build a report:

  1. Navigate to the Reports page in the left side Navigation Menu.

  2. Select the + Add Report button at the top right corner of the page.

  3. Give your report a name, select if the report will report on information from forms or tasks, and select Add .

  4. You can select fields to add to your report.  Fields can come from 'Project Information' data or fields from your forms or tasks.  Use the Group drop-down menu to decide which fields you want.

  5. Choose the fields you want to add to your report by selecting the corresponding checkbox.

  6. Select the Double Arrow  icon to add your selected fields to the report.  

  7. Once you've added all the fields you want, select Done  to save your report.

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