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Creating a report from scratch
Creating a report from scratch

See in an uncomplicated way how to create a customized report with real examples.

Larissa Rompinelli avatar
Escrito por Larissa Rompinelli
Atualizado há mais de um ano

Before starting the process, here's an important tip:

To create your report keep in mind exactly what you need, this is fundamental to structure the logic of your chart.

STEP 1

Access the Reports tab then choose a Dashboard .

Don't know what a dashboard is? Click here!


STEP 2

Click New Report > Entity .

Learn more about entities by clicking here!


STEP 3

Fill in the information in each of the requested fields:


Understand more about each of the fields in this link.


STEP 4

Click save.

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