Creating and Editing Reports

In SaaSGrid, a report is a tabular representation of various SaaSGrid metrics, calculated using the data that you have connected to your workspace.

Creating a Report

There are several places where you can create a Report. From an existing Dashboard, click the +Add button and select Create Report.

Alternatively, from the left-hand side Navigation bar, click the + button in the Reports section and select Report.

Irregardless of where you start, the next step will be to select the specific metric you'd like to track. Once selected, SaaSGrid will generate the appropriate Report.

If you'd like to duplicate a Report, make your edits to an existing Report and click Save as to create a new Report.

Adding and Removing Metrics

Add a Metric to a Report by selecting the ‘+ New Metric’ button at the bottom of the table. Each Metric has Settings that you can set up and update later as needed. Click ‘Submit’ to save and add your Metric.

To remove metrics from a Chart, select 3 dots icon in that specific row and click Delete.

Additionally, you can add a blank row within the table for visual effect.