Set up reporting
Create and customize reports and dashboards.
Build custom reports
Visualize, save, and share insights for better business tracking.
Save & edit reports
Create and share custom reports with your team.
Create & edit Reporting Dashboards
Add tabs, pin saved reports on dashboards, apply filters, and customize layout.
Set up alerts in Reporting
Receive email notifications when KPIs meet specific conditions or on a regular schedule.
Customize the queries in custom reports
Use keywords, filters, and data from workflow, billing, and accounts.