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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:

SectionDescrption
Create ReportSet up and configure a report from scratch.
Edit Report TitleChange the main title of your report and use dynamic variables.
Add ViewsInsert existing views into your report.
Duplicate WorksheetsCopy a worksheet to reuse its structure and content.
Add Title SectionsAdd and customize title or header sections for your report.
Report PropertiesEdit general and worksheet-level settings for your report.
Custom CalculationAdd custom formulas or expressions to calculate dynamic values.
Filter ReportApply filters to control which data your report displays.