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  1. Reports
  2. Create a Report

Finalize the Report

The final step in Create Report, setting the report's title, sort order, and optional charts before saving

The Finalize Report step in Create Report sets the report's title, sort order, and optional charts before it is saved.

Report Title

The Report Title field accepts a fixed title, or a title built from one or more inserted variables — for example, embedding the report's date range so a saved report's title always reflects the range it was run for. Selecting inside the field opens the variable picker.

Sorting

FieldDescription
Sort ColumnThe column report rows are sorted by
Sort DirectionAscending or Descending

Charts

Selecting the pencil icon next to Charts opens chart configuration, where one or more charts can be added to visualize the report's data.

Saving the Report

Save Report is unavailable until a report title has been entered.

  1. Enter a Report Title
  2. Configure Sorting and optionally add Charts
  3. Select Save Report

Once saved, the report behaves the same as a standard report — see My Reports.

Updated about 3 hours ago