Insights Chapter 2 : How to Create a Basic Report?

Adam Klug
Adam Klug
  • Updated

What is a report?

A report should be created to shed light on a particular question that needs some decision making. Instead of always creating a data - heavy report, try to think of the question or the challenge that needs an answer.


Fig1: The above image shows what projects are currently in progress and the number of orders being executed for those projects.


What is a report filter?

A report filter helps you decide what data you want to see on the reports. You can only use 1 field to filter this dataset or you can use multiple fields to create a compound filter.

Fig2 : If you wanted to look at a report just for the last 2 months. you can apply filters which will process the data just for the months selected in the filter.

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