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> For a complete documentation index, see https://docs.pivotal.app/llms.txt.
> For full documentation content, see https://docs.pivotal.app/llms-full.txt.
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# Reports

A report is a saved aggregation: a grouped, counted, or summed query over your customers, onboardings, or tasks. Open **Workbench > Reports** to see the built-in catalog. Build your own from any list view.

## Built-in reports

Pivotal ships seven reports out of the box. Each one is read-only and updates as your data changes:

1. **Onboardings by phase**: count of active onboardings in Kickoff, Integration, UAT, Launch, and Adoption. Useful for spotting pipeline pile-ups.
2. **Onboardings by owner**: same count, grouped by `csm`. Use this to balance load across the team.
3. **Launches this month**: onboardings with `target_launch_date` between the 1st and last day of the current month, grouped by week.
4. **Launches launching this month by CSM**: same set, grouped by `csm` instead of by week.
5. **Tasks open by assignee**: count of open tasks (`done = false`) grouped by assignee.
6. **Tasks overdue**: open tasks where `due_date` is in the past, ranked by days overdue.
7. **At-risk customers**: customers with status `at_risk`, with the most recent at-risk timestamp shown.

Each row is a link. Click "12 onboardings" on **Onboardings by phase: UAT** and Pivotal opens the Onboardings list pre-filtered to that group.

## Build a custom report

1. Open the list the report is about (Customers, Onboardings, or Tasks).
2. Apply the filters that define the population (e.g. `status is at_risk` on Customers).
3. Click **Group by** in the toolbar and pick the dimension (`owner`, `plan`, `tags`, a custom field).
4. Optional: pick a secondary group (e.g. group by `owner`, then by `plan`).
5. Click the chart icon and pick **Save as report**.
6. Name it, choose **Private** or **Public**, and confirm.

The report appears in **Workbench > Reports** for everyone (if public) or for you (if private).

## Pin a report to your dashboard

Open the report, click **⋯ > Add to Workbench**. The report renders as a **Saved report** widget on your dashboard. Each teammate adds it to their own layout from [Customize your dashboard](/product/workbench/customize-your-dashboard). Adding a report to your Workbench does not add it to anyone else's.

## Export a report

From the report page, click **⋯ > Export CSV**. You get a flat file with one row per group and the count or sum. For raw underlying records, export from the source list instead via [Data export](/product/integrations/data-export).

## Scheduled reports

Public reports support a weekly digest. Open **⋯ > Schedule digest** and pick recipients plus day of week. The digest sends a snapshot of the current report state to email; it does not link back into the app for read-only recipients. If the report is private, the schedule option is hidden.

## A gotcha with stale groupings

If you group by a custom field and that field gets renamed in [Tags and metadata](/product/customers/tags-and-metadata), the report's group label updates automatically. If the field is *deleted*, the report falls back to "Ungrouped" and surfaces a warning banner. Edit and re-save the report to pick a new grouping.

## Related

* [Filters and views](/product/workbench/filters-and-views)
* [Customize your dashboard](/product/workbench/customize-your-dashboard)
* [Forecast launches](/product/ask-pi/forecast-launches)

Email **[help@pivotal.app](mailto:help@pivotal.app)** with a screenshot of where you got stuck and the customer or onboarding id from the URL.