---
title: How to create a report or pivot table
description: How to create a report or pivot table?
---

[Skip to content](https://help.poologics.com/knowledge/how-to-create-a-report-or-pivot-table#main-content)

[Submit a Support Request](https://help.poologics.com/knowledge/kb-tickets/new?hsLang=en)

[![Poologics-blue-text](https://help.poologics.com/hs-fs/hubfs/Poologics-blue-text.png?width=290&height=63&name=Poologics-blue-text.png)](https://www.poologics.com/)

- [Default HubSpot Blog](https://poologics.hubspotpagebuilder.net/blog)

Open main navigation

Close main navigation

- [Default HubSpot Blog](https://poologics.hubspotpagebuilder.net/blog)
- [Submit a Support Request](https://help.poologics.com/knowledge/kb-tickets/new)
- Poologics.com

 Poologics.com

 Welcome. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.poologics.com/knowledge?hsLang=en)
2. [Pool School - Financials](https://help.poologics.com/knowledge/pool-school-financials?hsLang=en)

# How to create a report or pivot table

## This video will show you how to create a report, or pivot table, and download as excel file as well.

<iframe src="https://docs.google.com/file/d/19pnzjQbZ2ke4dcOYgQsf5uJ7DksYjGeJtgre2o1E2Oc/preview" width="640" height="480" allow="autoplay" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%; border: none;">
  </iframe>

 

- [Welcome to Poologics!](https://help.poologics.com/knowledge/welcome-to-poologics?hsLang=en)
- [Startup & Onboarding](https://help.poologics.com/knowledge/startup-onboarding?hsLang=en#main-content)

    - [Startup Guide](https://help.poologics.com/knowledge/startup-onboarding?hsLang=en#startup-guide)
    - [Pool School](https://help.poologics.com/knowledge/startup-onboarding?hsLang=en#pool-school)
- [Pool School - Sales & CRM](https://help.poologics.com/knowledge/pool-school-sales-crm?hsLang=en)
- [Pool School - Project Management](https://help.poologics.com/knowledge/pool-school-project-management?hsLang=en#main-content)

    - [Pool School](https://help.poologics.com/knowledge/pool-school-project-management?hsLang=en#pool-school)
- [Pool School - Financials](https://help.poologics.com/knowledge/pool-school-financials?hsLang=en#main-content)

    - [Receivables](https://help.poologics.com/knowledge/pool-school-financials?hsLang=en#receivables)
- [Release Notes](https://help.poologics.com/knowledge/release-notes?hsLang=en)
- [Service Level Agreement (SLAs)](https://help.poologics.com/knowledge/service-level-agreement-slas?hsLang=en)

- [Default HubSpot Blog](https://poologics.hubspotpagebuilder.net/blog)

[![Chill listening crop-3](https://help.poologics.com/hs-fs/hubfs/Poologics-blue-text-2.png?width=198&height=43&name=Poologics-blue-text-2.png "Chill listening crop-3")](http://www.poologics.com)

Poologics Help Center

Copyright © 2026, Poologics