# Find, filter and share a report

> Reports is one place for the questions InfraNest can answer about your domains, cloud, monitoring and billing — filtered how you want, and shareable as a link.

Source: https://infranest.io/docs/reports
Last updated: 2026-10-26

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Reports brings together everything InfraNest can tell you about your domains, cloud, monitoring and billing, filtered the way you want and shareable as a link. It's for anyone who needs to check on infrastructure status or hand a clean summary to a client or colleague.

## Overview
- One hub for all reports, organized into current-state snapshots and over-time history.
- Every report can be filtered, and some can be grouped into sections.
- Any view can be shared as a link, exported as a CSV, or printed to PDF.

## Open Reports
1. Open **Reports** under **Organization** in the main menu.
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## Start with the account review
The first entry on the hub is the **account review** — one month, one client, in the order a client asks for it. It's the one report written to be handed over rather than looked at, and the only one that can be emailed to someone every month on its own.

## Understand the two kinds of report
The rest of the hub is split in two, and the difference decides what the date control does.

- **Current state** — what you have right now, recalculated every time you open it. Itemised costs, upcoming renewals, who has access. There's no period to choose, because these describe today.
- **Over time** — what happened, over a period you pick. Spend, uptime, domain history, price changes, sign-ins, server capacity. These come from recorded history, so each one tells you the date it started recording.

Every entry states which kind it is before you open it — "No date range", "Calendar month", or "Next 30 / 60 / 90 days".

**Emailed reports** sits below the two lists, showing what's already being sent for this organization and when it last went out. **Manage** opens the full list in **Settings**.

## Read the summary at the top
Every report opens with two or three sentences saying what its numbers mean — what changed, what needs attention, what it comes to. These are worked out from the figures on the page, so everything a sentence claims is visible below it.

Only the three things that matter most are shown, worst first: something you need to *do* comes before something you should *know*. When there's genuinely nothing to report, it says so — "Nothing falls due in the next 60 days" is an answer, not an empty space.

If a figure is incomplete, the sentence says so rather than letting the number speak for itself.

## Choose a period
1. For **Over time** reports, pick a month, a quarter, or a whole year.
2. Where available, switch between **Day** and **Month** rows — this option only appears where the underlying data is detailed enough to answer honestly.

> [!NOTE]
> Periods are calendar months rather than rolling ranges like "the last 30 days", because a rolling figure changes every day. "99.94% for July" stays true forever; a 30-day rolling number doesn't.

## Filter a report
1. Open the filter controls shown for that report — a tag, a kind of thing, a provider, a registrar, or a custom field, depending on what makes sense for it.
2. Pick the value you want. Only values you actually have are offered.
3. When a filter is on, the control shows what you picked, and a **Clear filters** button appears beside it.
4. Select **Clear filters** to remove all filters and see everything again.

Filters are added to the address bar along with the period, so the link you copy reproduces exactly the view you were looking at.

**Why a filtered report sometimes says something is missing:** a tag lives on the thing, not on the event. If you filter a history report by tag, anything whose subject has since been deleted can't match — the tag went with it. Rather than quietly showing a shorter list, the report tells you how many entries the filter couldn't consider.

## Group a report into sections
1. Open the **Group by** control on a report that supports it — renewals by month or kind, domain history by registrar or extension, itemised costs by kind or provider.
2. Choose a grouping. Each section shows its own subtotal: money where the report deals in one currency, a count where it does not.
3. Choose **No grouping** to return to one flat list.

Months stay in date order rather than biggest-first, because the point of looking ahead is the order things arrive in.

## Understand "Nothing recorded in …"
If you pick a period before InfraNest started recording, the report says so and names the date it starts from. That message means the period is empty for everyone, not that your filter hid something — an empty January is not a quiet January, it's a January with no record.

## Share a report
1. Copy the address bar's URL to share exactly the view you're looking at, including period, filters and grouping.
2. Select **Download PDF** or use **Print** to open your browser's print dialog, where "Save as PDF" is one of the destinations. Buttons and filter controls are left out of the printed copy; instead the page states your organization, the report, the period, every filter you had on, and when the figures were last updated.
3. Use the export option to download the rows as filtered, for a spreadsheet or an accountant.

> [!NOTE]
> Every export is recorded in your **Audit Log**.

## Switch between reports
1. Use the control beside the report's title to jump straight to another report without going back to the hub.
2. Search it if you know what you're after — it's quicker than browsing.

## Tips
- Some reports are part of a paid plan. They still appear in the hub with **Upgrade to unlock** beside them, so you can see what's included — and what it would cost — before deciding.
- Reports never change anything — they only show you what's there.
