Report Builder
The Report Builder allows you to create custom reports, analyze your sales pipeline, and track team performance. Follow these steps to build your first report:
- Step 1: Go to the Dashboard, select Report Builder and click Create Report;
- Step 2: Select the Data source and Template, then click Continue;
- Step 3: Name your report and select who can see this report.
- (1) Report Name: Click the pencil icon to rename your report;
- (2) Visibility Mode: Choose Private (only you can view) or Public (shared with your team).
- Note: For Public mode, although the report is visible to everyone, users can only see the data they are authorized to access based on their permissions.
- Step 3: Configure the Filters, and click Save to complete.
- (1) Add Filter: Click to add new filtering conditions to narrow down your data;
- (2) Chart Types: Choose a visual display format for your report (e.g., Bar chart, Line chart, Pie chart, Table);
- (3) Segment by: Select a field to split your data into different colored segments within the chart;
- (4) View by: Choose the primary attribute or category to group and display on the horizontal axis;
- (5) Measure by: Select the metric or numerical value used to calculate and measure the data (e.g., Count, Sum).
