Reports give you a clear picture of how your business is performing. Sorting, filtering, and marking favorites means you spend less time looking for data and more time making smart decisions.

From the main menu, click"Report & Dashboard", then select"Reports."

Locate the report you want to view and click the"Click to view details" icon.

Sort options such as"Descending," "Ascending," or"None" will be available for the chart display.

Choose the desired chart order. The chart will be displayed according to the selected sorting option, and the same order will also appear on the dashboard view. For example, ifDescendingis selected in the report, the dashboard chart will follow the same order.

Inside the report view, click"Sort By:" then select"Labels" or"Values" from the dropdown menu to organize the report data. Note:"Labels" correspond to the report categories displayed on theX-axis, while"Values" represent the numerical data shown on theY-axis. These options let you organize report data by either the category name or the associated values.

💡 An operations manager marks their weekly sales pipeline report as a favorite so it's always one click away on Monday mornings — no more searching through dozens of reports.