Getting Started With Report Templates

The most efficient way to start quickly with advanced reporting is to use one of our pre-built templates. Templates will cover most of your reporting needs, and we recommend using them as a starting point for your customization.

Video Tutorial:

Step-By-Step Tutorial:

1. To create a new report, select Add
    

2. Name your report and input a brief description of what the report will house.
    

3. Select the desired template from the scrollable listing or search the tags by category.
    

4. Select OK to create the report.
    

5. Updating the parameters on the left and selecting Refresh will generate data in your report
    

6. Once in edit mode, you're able to make changes to the report at this time.
    

7. To edit the title, select the three dots to the right and select Edit.
    

8. To change the formatting or presentation of your data, select the three dots to the right and then your desired action.
    

9. Edit Block - Data will allow you the ability to alter the parameters of the report.
    

10. Selecting columns will grant you the ability to configure which columns you like to display or not
     

11. To rearrange your report, drag and drop the headers for each component as necessary
     

12. To add new blocks, select +
     

13. Once the editing of your report is complete, select the checkmark to switch to run mode
     

14. Set the report parameters and select Run.
     

15. If you'd like to return to edit mode once your report has run, select the three dots to the right and select Edit