> ## 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.

# Getting started with Basic Reporting

> Help center reference

<Note>
  **Concept** — background and overview.
</Note>

Leverage Affinity's Basic Reporting to visualize the data in your Affinity lists in the following ways:

* [Summary Reports](https://support.affinity.co/hc/en-us/articles/360012351272)
* [Funnel Analysis Reports](https://support.affinity.co/hc/en-us/articles/360012576811)
* [Team Activity Reports](https://support.affinity.co/hc/en-us/articles/360012353132)
* [Forecast Reports](https://support.affinity.co/hc/en-us/articles/360012578051)
* [Performance Reports](https://support.affinity.co/hc/en-us/articles/360012577911)
* [Opportunities Reports](https://support.affinity.co/hc/en-us/articles/360012578111)

If you'd like to learn more about our advanced reporting capabilities, feel free to check out [**Affinity Analytics**](https://support.affinity.co/hc/en-us/articles/360050127092).

<iframe src="https://player.vimeo.com/video/847095020?h=a6086bcc57" title="Vimeo video player" frameborder="0" className="w-full aspect-video rounded-xl" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen />

### Who can access Basic Reporting?

Please note that Basic Reporting is a legacy feature that is no longer available for new customers. If you don't see the **Reports** tab on the global navigation bar on the left side of your screen, it is most likely that you are on one of the new tiers below:

1. For those on the **Scale**, **Advanced**, and **Enterprise** tiers, you can leverage advanced reporting features with [Affinity Analytics](https://affinity2ndorg.lightning.force.com/articles/Knowledge/Getting-started-with-Affinity-Analytics).
2. For those on the **Essential** tier, we highly suggest upgrading to the **Scale**, **Advanced**, or **Enterprise** tiers to leverage Affinity Analytics. 

Not sure which tier you're on? See [How do I know which Affinity subscription tier I am on?](https://affinity2ndorg.lightning.force.com/articles/Knowledge/How-do-I-know-which-Affinity-subscription-tier-I-am-on)

### How to leverage Affinity's Basic Reporting

1. Click **Reports** on the left side of your global navigation bar.
   <img src="https://mintcdn.com/support-affinity/Us4PuqqfQpLqBDjT/images/features-analytics/getting-started-with-basic-reporting/basic-reporting-1.jpeg?fit=max&auto=format&n=Us4PuqqfQpLqBDjT&q=85&s=0d0c36af0f3f3b01b34692851ffacd44" alt="Basic Reporting 1" title="Basic Reporting 1" style={{ width:"35%" }} width="486" height="680" data-path="images/features-analytics/getting-started-with-basic-reporting/basic-reporting-1.jpeg" />
2. Choose one of the predetermined report options.
   <img src="https://mintcdn.com/support-affinity/Us4PuqqfQpLqBDjT/images/features-analytics/getting-started-with-basic-reporting/basic-reporting-2.jpeg?fit=max&auto=format&n=Us4PuqqfQpLqBDjT&q=85&s=f6ab149f6882df14269a3938d1169b83" alt="Basic Reporting 2" width="2658" height="842" data-path="images/features-analytics/getting-started-with-basic-reporting/basic-reporting-2.jpeg" />
3. Then, select a list and a date range.
   <img src="https://mintcdn.com/support-affinity/Us4PuqqfQpLqBDjT/images/features-analytics/getting-started-with-basic-reporting/basic-reporting-3.jpeg?fit=max&auto=format&n=Us4PuqqfQpLqBDjT&q=85&s=5f5551edee91e1be922ed90a05ec7b3c" alt="Basic Reporting 3" width="2022" height="898" data-path="images/features-analytics/getting-started-with-basic-reporting/basic-reporting-3.jpeg" />
4. Narrow down relevant information by choosing a saved view with preset filters, grouping by a certain field, or by filtering from scratch.
   <img src="https://mintcdn.com/support-affinity/Us4PuqqfQpLqBDjT/images/features-analytics/getting-started-with-basic-reporting/basic-reporting-4.jpeg?fit=max&auto=format&n=Us4PuqqfQpLqBDjT&q=85&s=b8541ac6c5d0429160ccc645f6282e93" alt="Basic Reporting 4" width="1990" height="944" data-path="images/features-analytics/getting-started-with-basic-reporting/basic-reporting-4.jpeg" />
5. You can group by a maximum of two fields to perform further analysis.
   * The first grouping will indicate the groups on the x-axis.
   * The second grouping will indicate the groups **within each group** on the x-axis.\
     **Note**: If you're grouping by any Crunchbase fields, the **Export to CSV** button will be disabled (see [Limitations on Affinity's Basic Reporting](https://affinity2ndorg.lightning.force.com/lightning/r/Knowledge__kav/ka0Rp0000002jfNIAQ/view?ws=%2Flightning%2Fr%2FKnowledge__kav%2Fka0PQ0000007XP3YAM%2Fview#h_01F09MYXM54Q51M4272BRM8TQ7)).
     <img src="https://mintcdn.com/support-affinity/Us4PuqqfQpLqBDjT/images/features-analytics/getting-started-with-basic-reporting/basic-reporting-5.jpeg?s=076bcb8fe9211f99b75d10cc30117608" alt="Basic Reporting 5" title="Basic Reporting 5" style={{ width:"69%" }} width="1001" height="847" data-path="images/features-analytics/getting-started-with-basic-reporting/basic-reporting-5.jpeg" />
6. To learn more about the different templates, click one of the following articles below:
   1. [List Summary Reports](https://affinity2ndorg.lightning.force.com/articles/Knowledge/Basic-Reporting-List-Summary-Reports)
   2. [Funnel Analysis Reports](https://affinity2ndorg.lightning.force.com/articles/Knowledge/Basic-Reporting-Funnel-Analysis-Reports)
   3. [Team Activity Reports](https://affinity2ndorg.lightning.force.com/articles/Knowledge/Basic-Reporting-Team-Activity-Reports)
   4. [Forecast Reports](https://affinity2ndorg.lightning.force.com/articles/Knowledge/Basic-Reporting-Forecast-Reports)
   5. [Performance Reports](https://affinity2ndorg.lightning.force.com/articles/Knowledge/Basic-Reporting-Performance-Reports)
   6. [Opportunities Reports](https://affinity2ndorg.lightning.force.com/articles/Knowledge/Basic-Reporting-Opportunities-Reports)

### Limitations on Affinity's Basic Reporting

* Per our contract with Crunchbase, the **Export to CSV** button will be disabled if your report is **grouping by** any Crunchbase fields (see [Crunchbase data in Affinity](https://affinity2ndorg.lightning.force.com/articles/Knowledge/Crunchbase-data-in-Affinity)).
* Some reports support a maximum of 12 filters that are chosen based on which tags contain the most data - if the intended tags don't show, you can always edit the tags you'd like to see. (i.e. **Summary by owner** chooses 12 owners ranked from highest to lowest based on the number of entries they own).
  * Reports that support a maximum of 12 filters are:
    * Summary by owner
    * Summary by source
    * Summary by industry