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Creating a report with the builder

Reports & ChartsFor adminsVerified 17 Sep 20261 min

Starting a report

  1. Go to Reports and select New Report.
  2. Choose a starting template from the picker, or start blank.
  3. Add sections and widgets — Text, Chart, Table, or Data widgets.
  4. Configure each widget's content and chart type.
  5. Save.

Walkthrough video

Every step above, performed once in a demo organisation.

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