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Overview

Reports let you view, analyze, and export your Helper data in various formats. Generate summaries, charts, and detailed exports for any time period.

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Generating Reports

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Quick Report

  1. Open any Helper
  2. Tap Reports (or the chart icon)
  3. Select a time period (week, month, year, custom)
  4. View your report

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Custom Report

  1. Open Helper → Reports
  2. Tap Custom Report
  3. Configure:
    • Date range
    • Fields to include
    • Grouping (by day, week, category)
    • Chart type
  4. Generate report

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Report Types

Summary

Key metrics and totals for the period

Trend

How values change over time

Breakdown

Data grouped by category or field

Detailed

Full list of all entries

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Export Options

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Formats

  • PDF - Formatted report with charts (Pro+)
  • CSV - Spreadsheet-compatible data
  • JSON - Structured data for developers

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How to Export

  1. Generate a report
  2. Tap Export
  3. Choose format
  4. Download or share

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Report Features

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Filters

Narrow down your report:
  • Date range
  • Specific field values
  • Categories or tags
  • Minimum/maximum values

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Grouping

Group entries by:
  • Day, week, month, year
  • Category or tag
  • Custom field values
  • No grouping (individual entries)

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Calculations

Available calculations:
  • Sum (totals)
  • Average
  • Count
  • Min/Max
  • Percentage

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Use Cases

Generate a breakdown of spending by category with comparison to previous month.
Track trends in workout duration, frequency, and intensity over time.
Export all business expenses for a tax year in CSV format.
View patterns in symptoms, medications, or vitals.

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Scheduled Reports

Want reports delivered automatically? See Scheduled Reports to set up:
  • Daily email digests
  • Weekly summaries
  • Monthly reports

Scheduled Reports

Automate report delivery

Dashboard

Cross-helper analytics