Podio: how to create reports and custom overviews



Podio Tip #7

Having a clear overview of your workload and vital statistics is essential. Views and reports in Podio will give you just that.

Views
Views are created by combining app layouts (how the items in your apps are visualized) and filters (which items you see). 

In practice, views are the best way to either get a focused look at what you're responsible for (e.g. your project deliverables, sales leads, etc.) or an overview of the progress of your team.  

Our video guide in the Help Centre will show you how to create your own.

Reports
Reports will neatly summarize the data from your apps: build sales pipelines and revenue reports, display the time spent on projects, you name it.

As a Premium customer, visual reports will give you the ultimate overview of your work. Check out our guide in the Help Centre for getting the most from them.

Display these reports on your personal home page, in your apps, or beside the activity stream in a workspace or Employee Network.

If you need a hand, contact Podio Support – we'll be more than happy to help.

Best regards,

Team Podio

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