How to Create a Report
Design insightful reports with the reports designer which uses different visualization options to process data according to a specific view.
1. Go to the “Analytics” tab and click on Reports.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/64425bcaddbc7a3d4a03a698_YxwaoahUsydsNEoY_cRFDKujZOwEmlj7aXycZp7-dlboGdb08MU9d0Nto4ZEiJNL1roEYW0U7FJZtVAVjNQw2MkLUOf_bSJrcQ-hBzlT_DcWtVvroX5VQnJK_i3zxuDhWKk4hrzky6RSURYqu44Uvoc.png)
2. To create a report, click on the “New Report” button.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/64425bca010315f5034e656e_LzoBoPho0ZsXpW2zzWKrdqx5kOj0LKysBxKaHr7r_VShRaaA-X022ZYrlPu94Z1Vzo8UReVi-enqvRggYKth43XcQFi9mvl4KlhV8AYLCA78Cg59gNgDmCj61uTkCigP0kJHaZXoyG_0MOLgi5Xk5g0.png)
3. Fill in the details such as the Title, Section, or Description of the report, and click on “Proceed to Design”
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/64425bca7277be33d98d49a0_uguuyHxN71BHO7565ZzPk6qWGHSZaExgjF-g1__qPjBej2ZsUQyYGdInka9sPDHcZpoG4sAn5gONVkCiowIFSqhulkG85U24HxJmPI_4mzTgLpKmXjIDDUVmYm-_aCCl_XvfeIQ4NSpLFTxssrj4INk.png)
4. On the next page, you will see a drop-down menu on the left side to select the entity on which you want to create a report. Click on the “+Add Fields” link to select the fields you want in your final report. You can also click the “+Add Data Filters” link to narrow your report.
5. Click on the “Proceed to Visualization” option on the top right to select the visualization of the report.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/64425bca14d250bde792de33_GYjpRXsCnB9cqud0qpKYYaxrnOzw2a216J90NgQ2vQLRltUzuiM9kiLwnw6c7OKI7cRIiYwPbyeXrhr3pG0_sy5AWLleqt_VtY39qTnCE0WJohZobdlusAZZC5zRe6JifEcleUVC1tJnKnuTQ8s6ko4.png)
6. On the Report visualization page, you can add report filters, user/user groups, and schedules. You can add this report to the dashboard by clicking “Add to Dashboard”.
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/64425bca80b4f88c23c4fae6_Fvs0NQzdUFKPx_9xwN4u9zbjGdRaca-oPG78XP5IR3ygfyLFc0BkVXWJQZvMZx4TTgV3PcREr0_3By6ZkFBSFxRxAXZwa25-7nZE7nDIJ7PjOMhmlw4x_WUZZfSQAxxrQ_XKdTh1kv8RMGr4PNkpY8E.png)
Note-
- If no access is given to any user/user group, the admin will have access only.
- If any user/user group is added, the admin will lose access. You need to add Admin discretely to give them access.
7. Click on “View Report “ to generate the report.
8. You can print the generated report or download it as CSV/ Excel. You can also edit the report by
clicking on……
![](https://cdn.prod.website-files.com/63c50a0cab4c86831ccbeef6/64425bcafe960b55bdef645f_bIa__bkuWMI0wm5CwVSBzSieek39jLe6yCCsWmlZYUCAew_-y4z5HpTMcID1Ehwwr0pbAmcKSGd_kWgCsBp0Gv4ed2yk7YbU2UUyu19jiOuv2QWDXhCpJH6XggDpXtzjoNPnRmZ7kWvemxPLOYK5uRs.png)
You can create multiple reports by following the above steps