Build a report from a plain-language brief
Describe the decision you need to make and inspect the report definition before using the result.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open Reports and start a new report.
- Describe the question, audience, timeframe and useful grouping.
- Review the proposed datasets, filters, calculations and page structure.
- Run the report and inspect data-quality or canonical-check warnings.
- Refine the definition when the result does not answer the original question.
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.