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How do I manage reports on behalf of my users?

You manage reports from Data → All Data, where you can browse, filter, add historical reports, edit allowed fields, delete reports, and export them to Excel.

Written by Marius Ekerholt

Role
Company Admin – all reports
Team Admin – reports for their own teams

Plan
All plans

Prerequisites

  • You are a Company Admin (full access) or Team Admin (your teams only)

  • The activities/metrics you want to manage are already configured

Step‑by‑step instructions

Step 1 – Open the All Data page

  1. In the left‑hand menu, click Data.

  2. You land on the All Data page.

Step 2 – Browse and filter reports

  • Use the activity type tabs at the top (Sales, Meetings, etc.) to switch report type.

  • Set a time range using the From / To fields or pick a preset (Last week, Last month, etc.).

  • Click any column header (Date, User, Team, etc.) to sort.

  • Use Group by to group reports by user, team, or activity.

Step 3 – Add a historical report

  1. Click Add (top‑right).

  2. Fill in the required fields: User, Team, Activity, Value and any other mandatory fields.

  3. Select the date and time when the report should have been logged.

  4. Click Add report.

Step 4 – Edit an existing report

  1. Use filters (date range, activity type, user/team, etc.) to find the report.

  2. Click directly on the field you want to change (for example Value, Product, or Date).

  3. Enter the new value.

  4. Click Save changes.

Note: You cannot edit User, Team, or Activity after a report is created. If these are wrong, delete the report and create a new one.

If you have an integration, your edited report may be overwritten on the next sync. In that case, please contact Support or the owner of the integration for advice before making changes.

Step 5 – Delete a report

  1. Locate the report(s) using the filters.

  2. Check the checkbox to the left of each report you want to delete.

  3. Click Delete selected.

  4. Confirm by clicking Delete in the popup.

Step 6 – Export reports to Excel

  1. Make sure you are on the correct Activity type tab.

  2. Check the checkbox next to each report you want to export.

  3. Click More actions → Export to Excel.

  4. The Excel file will download automatically in your browser.

What if this doesn’t work?

I can’t see the Add or Delete buttons
You’re likely not a Company Admin or Team Admin. Regular users can only manage their own reports from their personal dashboard.

I can’t edit the User, Team, or Activity fields
Those fields are locked once the report is created. Delete the incorrect report and create a new one with the correct User, Team, and Activity.

Reports aren’t showing up after I add them
Check that your From / To date filters include the report’s date. Historical reports outside the selected range will not appear.

My exported Excel file is empty
Make sure you’re on the correct activity tab and that you have checked at least one report before exporting.

I can’t import reports from Excel
You may be using the wrong template or format. Use the dedicated Excel import guide and its template when importing reports.

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