Reports Filters and Export

Every tab in Reports listens to the filter control at the top of the page. Filters let you scope what's included, by time and by category, and the bypass toggles let you escape the time window when you need the full picture. When the view looks right, Export gives you the current tab as a spreadsheet or a PDF.

Your filter choices are remembered per Space, so each Space keeps its own preferred view.

For the Reports page overall, see Reports Overview.

What you can do

Time range

The time range controls every number on the page:

• Last 7 days
• Last 30 days (default)
• Last 90 days
• Last 6 months
• Last year
• All time

For tasks and projects, the time range matches when the record was created. For activities, it matches when the activity was logged.

Some panels ignore the time range on purpose:

• The this month vs last month comparison on the CRM Analytics tab always uses calendar months.
• The activity trend on CRM Analytics always shows the last two weeks.
• The revenue by month chart on Sales Performance always shows the last several months.

These are intentional - the comparison and trend panels are most useful when they're stable.

Task category toggles

Three toggles - Personal, Project, CRM - control which task types count toward the totals on the Tasks and Projects tabs. Turn any of them off to focus the view on the rest.

Project state toggles

Two toggles - Active and Archived - control which projects appear on the Projects tab.

For what archiving does, see Archive.

CRM filters

Three toggles - Contacts, Companies, Activities - control which CRM data counts on the CRM Analytics and Sales Performance tabs. Turn any off to narrow the view.

Two more decide which CRM the report describes at all:

• CRM scope - your Shared CRM, or one project that runs its own. The whole tab follows it
• Pipeline - All pipelines, or one, for the opportunity figures

CRM filters apply when PrimeCRM is on for the active Space. See CRM Settings.

Bypass the time range

Two extra switches handle the cases where the time range hides more than it reveals:

• Bypass time range for projects - include every project regardless of creation date. Useful when long-running projects would otherwise fall out of the window.
• Bypass time range for tasks - include every task regardless of creation date. Useful when you want the big picture rather than a period.

Bypass toggles stack on top of the category toggles - turning a category off still hides it even when bypass is on.

Filters are saved per Space

Your filter choices are saved per Space automatically. Switch Spaces, and the view you had in that Space is restored. This lets a Work Space carry a different default than a Personal Space or a Client Space.

Export the current tab as CSV or PDF

Use the Export action at the top of the page, then pick CSV or PDF. PrimeTask saves the current tab as a file named for the section and the current date. The PDF lays your figures out with clean headings, tables, and page numbers, and picks up your date and time settings from Settings.

What each export contains

Overview export - consolidated totals for tasks, projects, and CRM (if enabled).

Tasks export

• Total, completed, overdue tasks
• Completion rate
• Tasks by status
• Tasks by priority
• Tasks by category (Personal, Project, CRM)

Projects export

• Total, active, archived, and completed projects
• Project task stats - total, completed, overdue, completion rate
• Project tasks by status
• Project tasks by priority

CRM Analytics export

• Total contacts, companies, activities, opportunities
• Activities this month and last month
• Contacts by source
• Companies by industry
• Activity trend

Sales Performance export

• Where opportunities came from, and what started them
• The stage funnel, with what carried through between steps
• Pipeline as it stands: open, open value, weighted value, closing, past their close date, gone quiet
• Won, lost, win rate, loss rate, average time to close, pipeline speed
• Every opportunity listed individually, so a total can be checked against its rows
• Calls, emails, meetings, demos and proposals with their own rates
• Proposal value by month

Sales Performance also offers a second PDF. PDF (Full) is the standard report, a fixed length whatever your pipeline holds. PDF (Detailed) adds every opportunity by name with its client and the people involved, so it grows with your pipeline.

All Sales Performance exports state the period, the CRM scope and the pipeline they cover, in the same words the screen uses. Where a figure reads "No opportunities closed yet" on screen, the export says the same rather than printing a zero.

Things worth knowing

Every tab has its own export

Export always saves the tab you're looking at. Switch to the tab you want first.

CSV or PDF

Reports exports as CSV or PDF. Spreadsheet apps open the CSV directly. The PDF lays out the same figures with headings, tables, and page numbers, so it prints and shares cleanly. For broader bulk data exports of the whole workspace, see Data Management.

Filters don't re-fetch data

Changing filters doesn't hit any data source - everything re-aggregates from what's already loaded. You can explore different time ranges and categories without waiting.

The export reflects current filters

The exported file mirrors what's on screen - so your time range and category toggles determine what the file contains. Set the view before exporting.

CRM toggles narrow the content, not the tabs

Turning off a CRM category takes its data out of the CRM Analytics and Sales Performance tabs. The tabs themselves are there whenever PrimeCRM is on for the Space.

Some figures ignore the time range on purpose

On Sales Performance, the pipeline figures describe today rather than the period you chose, because a forecast cropped to a few weeks is not a forecast. Closing in this period is the one figure in that group that does follow your range, and each section says which it is doing.

Common questions

Where to go next