Create a report

Workspace managers can create reports using data such as workspace members, items, downloads and previews.

If you have not looked at the pre-built reports that the Futures team have created for you then please review this guide: Using the Futures recommended pinned reports

To create a report on Futures:

1. Open the Manage Workspace menu (three cogs icon).
2. Select Reports to open the Manage Reports page.
3. Select Create report.
4. In the report menu, edit the report name/description and choose a data set to report on.
5. Select your format (this selection can be changed at any time) and click 'Next'.
6. Choose your report data, select the fields you want included and click next.
7. If required, add filters (date ranges, conditions and group filters such as “Any” or “All”). Click Next.
8. On the next page you can choose how you want information sorted prior to export, if needed add this information but it is not mandatory. Click next.
9. This will save the report. Click Run Report to generate your report.

For more detailed guidance on how to make use of the Futures reporting tools please see: Using and managing your reports