Skip to content

Reports Creation

Creating a report is a straightforward process that allows you to build fully customized, insightful reports tailored to your specific needs. From defining the structure and content of your report to scheduling its distribution and tracking its history, the report creation process is designed to be intuitive and flexible.

Once you click on "Create a Report", you will be guided through three key sections that together make up the complete report creation experience:

  • Layout: Define the structure and content of your report by adding sections such as overviews, statistics, and analysis.

  • Schedule: Set up the frequency of report delivery and manage the recipients who will receive the report via email.

  • Library: Access and manage your report execution history, view recipients, and download previously generated reports.