Start from a reference report
The fastest way to get a polished report is to duplicate one of the reference reports we ship with the beta, then tweak it.
Two reference reports are available today:
P&L Statement — your standard profit and loss
P&L Variance — actuals vs. forecast comparison
Both are great starting points. They have the structure, fields, and formatting already in place — you just need to make them your own.
How to do it
Open the report from the Bundles tab.
Click Duplicate. Your copy lands in My Documents — private to you until you share it.
Edit freely: change chart types, swap fields, add filters, save.
Treat duplicating as your "blank canvas with the structure already in place." It's the easiest way to learn the tool.
💡 Tip: Once you have a duplicated report you like, you can ask the Agent to modify it further (e.g., "add a column comparing this quarter to last quarter"). You don't have to choose between paths.
Next: Save and edit a dashboard →
See also: Ask the Agent · Build from scratch