Create and Customize a Report
Learn how to create a new report and customize its layout, content, and functionality for your organization.
In this section:
| Section | Descrption |
|---|---|
| Create Report | Set up and configure a report from scratch. |
| Edit Report Title | Change the main title of your report and use dynamic variables. |
| Add Views | Insert existing views into your report. |
| Duplicate Worksheets | Copy a worksheet to reuse its structure and content. |
| Add Title Sections | Add and customize title or header sections for your report. |
| Report Properties | Edit general and worksheet-level settings for your report. |
| Custom Calculation | Add custom formulas or expressions to calculate dynamic values. |
| Filter Report | Apply filters to control which data your report displays. |