> ## Documentation Index
> Fetch the complete documentation index at: https://support.affinity.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Basic Reporting Performance Reports

> Help center reference

<Note>**Reference** — lookup information.</Note>

Performance Reports will show you the people, organizations, or opportunities added to a list over a selected time period. See and compare how many deals your team has closed over time.

* Please note that Basic Reporting is a legacy feature that is no longer available for new customers.
  * For those on the **Scale**, **Advanced**, and **Enterprise** tiers, you can leverage advanced reporting features with [Affinity Analytics](/s/article/Getting-started-with-Affinity-Analytics).
  * For those on the **Essential** tier, we highly suggest upgrading to the **Scale**, **Advanced**, or **Enterprise** tiers to leverage Affinity Analytics.

1. Click the **Reports** tab on your global navigation bar.

<img src="https://mintcdn.com/support-affinity/qJlYCH8FNmmH35yn/images/features-analytics/basic-reporting-performance-reports/1.jpg?fit=max&auto=format&n=qJlYCH8FNmmH35yn&q=85&s=a7359d5f3cb147d234d4ffa38ab9827d" width="486" height="680" data-path="images/features-analytics/basic-reporting-performance-reports/1.jpg" />

2. To customize your view, first **select a list**.

**Note**: By default, there will be a list with preset filters set to show deals with a status of "Won" over the past month. You can adjust these by hovering over "# of active filters" to see applied filters.
3\. Then, toggle between different views by filtering **Close Date** to a time period, and **View by** Days, Weeks, Months, Quarters, or Years.
4\. Finally, **group by** additional fields to segment your data by owner, industry, and more.

<img src="https://mintcdn.com/support-affinity/qJlYCH8FNmmH35yn/images/features-analytics/basic-reporting-performance-reports/2.jpg?fit=max&auto=format&n=qJlYCH8FNmmH35yn&q=85&s=24609642531855a110efdb15ed2ade86" width="3298" height="2038" data-path="images/features-analytics/basic-reporting-performance-reports/2.jpg" />

### Performance last month by owner

Filter by various Owners to further enhance this view and help your team keep track of their Opportunities.

<img src="https://mintcdn.com/support-affinity/qJlYCH8FNmmH35yn/images/features-analytics/basic-reporting-performance-reports/3.jpg?fit=max&auto=format&n=qJlYCH8FNmmH35yn&q=85&s=9df2cc62340570774fd1d86968a05760" width="3298" height="2038" data-path="images/features-analytics/basic-reporting-performance-reports/3.jpg" />
