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

# Reports

> Generate and export reports from your Helper data

## Overview

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

## Generating Reports

### 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

### 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

## Report Types

<CardGroup cols={2}>
  <Card title="Summary" icon="chart-pie">
    Key metrics and totals for the period
  </Card>

  <Card title="Trend" icon="chart-line">
    How values change over time
  </Card>

  <Card title="Breakdown" icon="chart-bar">
    Data grouped by category or field
  </Card>

  <Card title="Detailed" icon="table">
    Full list of all entries
  </Card>
</CardGroup>

## Export Options

### Formats

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

### How to Export

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

## Report Features

### Filters

Narrow down your report:

* Date range
* Specific field values
* Categories or tags
* Minimum/maximum values

### Grouping

Group entries by:

* Day, week, month, year
* Category or tag
* Custom field values
* No grouping (individual entries)

### Calculations

Available calculations:

* Sum (totals)
* Average
* Count
* Min/Max
* Percentage

## Use Cases

<AccordionGroup>
  <Accordion title="Monthly Expense Report">
    Generate a breakdown of spending by category with comparison to previous month.
  </Accordion>

  <Accordion title="Workout Progress">
    Track trends in workout duration, frequency, and intensity over time.
  </Accordion>

  <Accordion title="Tax Preparation">
    Export all business expenses for a tax year in CSV format.
  </Accordion>

  <Accordion title="Health Tracking">
    View patterns in symptoms, medications, or vitals.
  </Accordion>
</AccordionGroup>

## Scheduled Reports

Want reports delivered automatically? See [Scheduled Reports](/features/scheduled-reports) to set up:

* Daily email digests
* Weekly summaries
* Monthly reports

## Related Features

<CardGroup cols={2}>
  <Card title="Scheduled Reports" icon="calendar" href="/features/scheduled-reports">
    Automate report delivery
  </Card>

  <Card title="Dashboard" icon="chart-mixed" href="/templates/dashboard">
    Cross-helper analytics
  </Card>
</CardGroup>