Running a report
Open Reports
Pick a report type
Filter
Set the date range
Export

Open Reports from the pie-chart icon in the left navigation bar.

Choose a report type from the tabs across the top.

Narrow the data with the available filters.

Set a custom date range with the year, month, and day pickers.

Results update automatically as you change selections.

Export the report as CSV or PDF from the ⋮ menu.

View Settings: choose which columns are visible.

Save a named column preset to reuse later.

Pick a saved preset from the View dropdown.

Set how many rows show per page with Show.
Group Spending report
The Group Spending report tracks spend per group.- Date range defaults to one full month ending today — adjust the calendar as needed.
- Filter by Studio, Project, Asset Type, and Work Request Status, and by group if you have access to more than one.
- Export from the ⋮ menu as .CSV or .PDF.

Opening the Group Spending report.

The date range defaults to one full month ending today.

Filter by studio.

Filter by project.

Filter by asset type.

Filter by work request status.

Switch between groups you have access to.

Export the spend-per-group results as CSV or PDF.