So, all your data are on the platform and we need to have a look at what’s happening. Let’s talk Reports.

There are many Report types available. Each one access a different object, and different fields are made available. An admin can also create a new one that is not currently listed.

Records appear pre-populated, but you can customize them.

To add a field, go to the left pane and type its name in the add column lookup. Here you will also find a list of all currently displayed fields. To remove fields, click the X button next to it. Here you can also find a pane with the full list of all available fields.

Once you have selected the appropriate fields for your report, you can group rows. To do so, add a field name in the add group lookup. A group is created. The report is now a summary report.

After grouping by at least one row, you can also group by column. By doing so, the report has now become a matrix report. To ungroup fields, click the X button on the list in the left pane.

To execute calculations on a field, click the action menu on the column header in the report, then chose a function.

To create filters, click the Filter tab on the left pane. Some are applied by default. You can edit these. Simply click on it, change the value, then apply. To add a new filter, type the name of a field in the lookup, then chose the operator and value.

For a more appealing visual presentation, you can add charts. Chose the one that best fits your needs, then customize it via the property icon. Once done, click save and run to view your report. Save it inside a folder to share it with others.