Create a new report

You can create a variety of different reports to analyze data sources across your platform.

Create a report

  1. Go to your platform home page.

  2. Select Settings > Reports.

  3. Click Create New Report.

  4. Select the type of report you want to create.

  5. Select what data to include in the report.

  6. Click Next.

  7. (Optional) Select or create a report filter.

  8. Click Next.

  9. Select all relevant fields you want to include in the report.

  10. Click Next.

  11. Enter a name and description for the report.

  12. Click Next.

  13. Select who should receive the report.

  14. Click Save For Later or Save and Run Now.

Note: If you click 'Save and Run Now', the report will be sent to the requested email address with a link to download the report.

See also