---
title: Creating a Report
description: Reporting enables you to view a summary of your documents' performance and stats.
---

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1. [Concord Support Center](https://help.concord.app/?hsLang=en)
2. [Reports](https://help.concord.app/reports?hsLang=en)
3. [Reports & Analytics](https://help.concord.app/reports?hsLang=en#reports-analytics)

# Creating a Report

## Reporting enables you to view a summary of your documents' performance and stats.

![](https://help.concord.app/hs-fs/hubfs/Screenshot%202024-05-22%20at%209-25-18%E2%80%AFAM-png.png?width=2958&height=1102&name=Screenshot%202024-05-22%20at%209-25-18%E2%80%AFAM-png.png)

### How to create a Report

- Click the Reporting tab on the left hand navigation, then click **Reports.**
- Click **+ Create Report.**
- Add a **Title.**
- Add a **description** (optional).
- Add one or more **[filters](https://help.concord.app/hc/en-us/articles/360025005092?hsLang=en).** By selecting multiple filters, your results will be narrowed.
- Once you've applied your desired [filters](https://support.concordnow.com/hc/en-us/articles/360025005092-Document-Filters?hsLang=en), you will be able to view all of the filtered documents for that created report.
- If desired, you can customize the columns on your Report, [just like in your Document Inbox](https://support.concordnow.com/hc/en-us/articles/215721043-Documents-Page-Navigation?hsLang=en).

![](https://help.concord.app/hs-fs/hubfs/Screenshot%202024-01-18%20at%204-42-13%E2%80%AFPM-png.png?width=245&height=330&name=Screenshot%202024-01-18%20at%204-42-13%E2%80%AFPM-png.png)

- Select the **Edit Columns** menu located on the far right of the Reports page toolbar.
- Check the boxes beside the columns you wish to add to your Report.
- Uncheck the boxes you want to remove from your Report. Adjusting the columns customizes your view on Concord only. It does not affect the columns in the Export.

*Note: All users in [paid plans](https://www.concordnow.com/pricing/) can create, save, export, and delete reports. This includes all roles. Reports only allow a user to access information about documents they already have access to.  Reports do not allow them any additional access or the ability to take any action on documents.*

### How to filter Reports by date

- Use the following criteria to create reports based on important dates within your contracts: 
    - Creation date
    - End date
    - Modification date
    - Signature date
- Create comparative reports with dates using the following operators: 
    - is between
    - is within the next
    - is within the last
    - More than
    - is before
    - is after
    - is blank
    - is not blank

![](https://help.concord.app/hs-fs/hubfs/Screenshot%202024-01-18%20at%204-43-13%E2%80%AFPM-png.png?width=358&height=384&name=Screenshot%202024-01-18%20at%204-43-13%E2%80%AFPM-png.png)

### How to access Reports

- You'll have a dedicated page that shows all the Reports you have created in the past.
- *You will **not** see the Reports created by other users, and you will only see Reports for the current company you're at.*

 

### How to delete Reports

- When you select one or more Reports within your Report list, a Delete action will appear.
- Click the **Delete** button. A confirmation popup with options to Confirm or Dismiss will appear.

![](https://help.concord.app/hs-fs/hubfs/Screenshot%202024-01-18%20at%204-44-04%E2%80%AFPM-png.png?width=528&height=210&name=Screenshot%202024-01-18%20at%204-44-04%E2%80%AFPM-png.png)

- Once deleted, the selected reports will no longer be accessible.
- If canceled, the action will be closed, and nothing will happen.

 

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