# Accounts: Report module

> The Report module lists the Reports related to an Account in a table or list view. Add it to a layout and configure the resource, columns, and actions.

Source: https://help.withpersona.com/articles/llbeFIn0kveEM6TnojbJVX/
Section: Accounts > Features > Layout

## What is the Report module?

The **Report module** is a [Resource module](https://help.withpersona.com/articles/6XsAeLSbjDP5WaVxuYySa9/) that can be added to an Account Type layout. It displays the Reports related to the Account being viewed. The information from the accounts will be displayed in either a list or table format.

![accounts-add-report-module.png](https://assets.withpersona.com/w_800,c_fill,q_auto,f_auto/help-center/accounts-add-report-module.png '800x193')

You can also customize when fields are displayed on the module and define logic that governs when it appears.

## How do you add a Report module?

This module is added and arranged on the Layout page. For a general overview of how the Layout page works, see [Accounts: Layout Module](https://help.withpersona.com/articles/FOs0lPKt0IOxyS75IgiIyN/).

1. Navigate to the Dashboard, and click on **Accounts > Types**.
2. Find and click on the **Report Type** you want to edit, or click **+ Create Type** to create a new one.
3. The Layout Editor opens with the Component Library in the right panel. Click an empty space to view the Component Library.
4. In the right toolbar, search for ‘**Report**’
5. Drag and drop the **Report module** into your layout and reposition it by dragging it around.

   ![accounts-report-module-reports.png](https://assets.withpersona.com/w_800,c_fill,q_auto,f_auto/help-center/accounts-report-module-reports.png '800x450')

6. Click on the **Report module** on the right toolbar you can customize how information is displayed on the module.

   ![report-module-report-template.png](https://assets.withpersona.com/w_800,c_fill,q_auto,f_auto/help-center/report-module-report-template.png '800x447')
   1. Under **Settings**, you can set the **Module title**, which determines the title displayed at the top of the module.
   2. Under **Settings**, you can select a **Resource**, which is the query that determines which Reports are displayed on the module.
   3. Under **Settings**, you can choose the **View Type** to control how **Reports** are displayed, either in a **Table** or **List** format. The next setting depends on the **View Type** you choose:
      1. **Table** view: Configure the **Columns** displayed for each **Report**. Click the **"+"** to add a column, and drag the handles to reorder them. By default, the module displays Report Template, Report ID, Created At, and Status.

         ![accounts-ReportsModule-Table-List-view.png](https://assets.withpersona.com/w_800,c_fill,q_auto,f_auto/help-center/accounts-ReportsModule-Table-List-view.png '800x268')

   4. Under **Interaction** (available in **Table** view) you can choose the **Actions** to the module. Actions are one-click macros that run a pre-set Workflow automatically on the account (for example, Update fields, Update tags, or Redact). Click the **"+"** to add an **Action**. For more, see [Accounts: Module Actions](https://help.withpersona.com/articles/nkdqoOq02MnkIW1nAW5bD/).
   5. Under **Module Layout**:
      1. Dynamic height: Module will grow or shrink to fit its contents.
      2. Visibility: Dynamically control whether the module is hidden. This is a toggle button that lets you set conditions for when the button should be displayed or hidden from view based on your requirements. You can read more about [**Visibility Configuration]\*\*(/articles/zWAAw3EplHARyOzM88Shgz/) here.
      3. Expand by default: Contents of the module will be expanded automatically.

7. Click the **“Delete”** button if you want to remove the component from the layout.

## Plans Explained

### Accounts Report module by plan

|                        | **Startup Program** | **Essential Plan** | **Growth Plan** | **Enterprise Plan** |
| ---------------------- | ------------------- | ------------------ | --------------- | ------------------- |
| Accounts Report module | Available           | Available          | Available       | Available           |

[Learn more about pricing and plans](https://withpersona.com/pricing?utm_source=product&utm_medium=referral&utm_audience=a&utm_campaign=cm_gen_ds_hc-plan-table).