How To Create A Report

Follow the steps below to create a report.

Step 1: Locate and click on the “Reports” tab on the left-hand side.

Step 2: Click “+Add”.

Step 3: Input the report name and report type, then click “Done”.

Step 4: Select which fields you want to group by. You can only group by two fields at a time.

Step 5: If you would like to have your report ordered by specific dates or types (ascending and descending) then you can select that field in the “Order By” section.

Step 6: Add the fields you would like to display in the report under "Add Columns".

Step 7: If you would like to add a chart to this report, click on the "Add Chart" toggle.

Step 8: Select what Chart Type you would like displayed.

Step 9: Click "Filter" to add specific filters to your report.

Step 10: Add Filters by selecting fields to filter by that are in or related to your report type.

Step 11: Click "Choose an Operator".

Step 12: Enter a "Value" or select from the drop-down if applicable.

Step 13: Click "Apply".

Step 14: Click "Save & Run".