---
title: "Creating a report"
url: https://help.usepixie.com/en/articles/8991484-creating-a-report
collection: "Reporting"
updated: 2026-09-28
language: en
---

# Creating a report

To create a new report dashboard in Pixie, first open the **Reports** tab at the top of your workspace, and then select the **Create report** button.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100646_2200.png)

This will open a popup window where you can create a name for this new report, and choose the team members and data sets you would like to include. When you're happy with this, select **Create Report**.

_Please note: If neither Operational nor Productivity sections are selected when creating a report, this will contain only the email reporting metrics by default._

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100646_6084.png)

Once you've created a report, the first thing see you will on this page is the emails section at the top; we can change the time frame for this section using the dropdown in the top right-hand corner.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100646_3322.png)

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100646_1775.png)

# Adding a widget

If you selected to add the Productivity and/or Operational sections to this report and'd like to add a widget to see these data points, you can do this by clicking the **Add new widget** button to the right of the section header.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100646_1395.png)

Next, create a name for this widget, select the metric you'd like to add a widget for and customise the Time frame, Templates, Clients and/or Labels you'd like to be included where applicable.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100646_6216.png)

When you're ready, select the **Add widget** button, and this widget will have been added to the report you have created.

![](https://staticfiles.gleap.io/helpcenter/67bedd9a661ebcbc1478341b/20250226100646_3721.png)

# Available metrics

## Emails

-   The total emails received over a certain time frame
    
-   The total emails sent over a certain time frame
    
-   The average time taken to respond across a certain time frame
    

## Productivity

-   The number of tasks completed over a certain time frame
    
-   How many clients a team member is the client manager for
    

## Operational

-   The number of tasks created per label over a certain time frame
    
-   The number of tasks created based on the deadline of the task over a certain time frame
    
-   The number of clients a task has been created for using a specific template/s over a certain time frame
