3 min guideUpdated August 2026App review required

Build a report from a plain-language brief

Describe the decision you need to make and inspect the report definition before using the result.

Best forOwner / Admin · Accounts · Project Management / Production
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Reporting and select Create report.
  2. Under Build with Fitch, describe the decision, audience, period, grouping and required information, then select Build report; answer a clarification with Send answer when Fitch asks.
  3. Review the Reporting workspace status, Data checks, Fitch build confirmation, Page structure and the finished Report preview.
  4. If any card says Review or Review required, resolve the listed data or scope issue before relying on the report.
  5. To change the result, enter a focused follow-up and select Refine report, or use Adjust fields and filters then Apply and re-check data.

Good practice

A good brief names the decision, not just the chart type.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.