---
title: "In The Box Reporting"
canonical: "https://technology.bytangram.com/space/TGKB/958005370/In%20The%20Box%20Reporting"
format: markdown
---
In the box reports in WorkBook have pre-configured details and layouts and are accessed via the reports icon.  

> 📝 What in-the-box reports you have access to will depend on:
> 📝 
> 📝 1. Your **[user access rights](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/1945731073/Advanced+Tools+User+Access+Rights+Summary)**
> 📝 2. Your **[report profile](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/958988297)**

| **ON THIS PAGE YOU’LL FIND:** |
| --- |
| > Macro (toc) |

---

## RUNNING REPORTS

In the box reports in WorkBook are accessed via the reports icon. Which reports you can see will depend on two things:

1. Which area of WorkBook you are in
2. Your report access

This section looks at running reports. For more information on report access head to: [https://tangram.atlassian.net/wiki/spaces/TGKB/pages/958988297](https://tangram.atlassian.net/wiki/spaces/TGKB/pages/958988297) 

As mentioned above depending on which area of WorkBook you are in, will depend on what reports you can see. For example, if you’re in the **jobs **module > **jobs list** you will see job related reports

![image](media://c1b5bb5f-c5f6-40c4-8a95-d4667ba7e75d)


However, if you’re in the **CRM** module > **pipelines**, you will see a series of different reports relating to pipeline reporting

![image](media://f8830715-da6c-4b12-bc1b-5f16e13b9c2c)


**To run reports:**

- Go to the **area of WorkBook** you wish to run the report on e.g price quotes
- Go to the **printer icon** > **select the report** from the drop down

![image](media://43466a42-4bc2-4d33-9343-cf431f378e0c)


- Complete any **criteria** required to run the report

![image](media://0386cbf7-8816-43d1-ba93-55e739407dbd)


- Then you can either choose to:
  - Run the report as a PDF
  - Create an email draft with the report attached
  - Export the report data

![image](media://83071bee-fc0e-4520-882a-8de84b736a3f)


---

## EXPORT DATA

To export the data from the in the box reports:

- Click the **reports** icon > **select the report** you wish to export
- Click the **display additional options **icon
- And **select **how you wish to export your data

![image](media://c4ae8fea-4e5a-4dd4-af95-298d7789fcf6)


- The choices for download are:
  - PDF
  - RTF
  - XLSX
  - XLS
  - CSV

![image](media://ffb4e04a-48e1-4965-9ecb-f5f8412663fe)


---

**Related articles**

> Macro (contentbylabel)