Productive

Choose how to start a report in Productive — from the library, from scratch, with AI, or using Polaris.

Getting Started with Reports

A reference to every data source available when building a report from scratch in Productive.

Choosing a Data Source for Your Report

Quickly generate and customize reports using the Reports Library. Save your reports and access key data with just one click.

Creating and Using Prebuilt Reports from the Report Library

Easily manage and find your saved reports by creating custom categories with unique names and color labels.

Organizing Your Saved Reports With Custom Categories

Manage who can view, edit, and share reports in Productive by controlling access levels and permissions.

Sharing Reports: A Step-by-Step Guide

Control report access by configuring user permissions based on data sources, ensuring secure and specific data sharing.

Sharing Reports: Permissions and Data Sources Explained

Find, filter, and clean up your saved reports from the main Reports screen.

Viewing and Managing Your Reports

Reports Overview

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