Reports

What you will learn

• What is Reports
  Open Reports to see the saved reports and the Dashboards tab, and open a report.

• Build a report
  Create a blank report or one from a template, choose a data source and add fields, or describe a section for the AI to build.

• Export, send and schedule a report
  Export to Excel or PDF, email a snapshot and set a schedule.

• Share a report
  Share a report with view or edit access, and duplicate it.