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7 docs tagged with "reporting"

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Create a Report

How a maker turns a designed template plus a query into a printable report that users can run from a record or a list.

Design a Query

How a maker builds a query on the designer — related tables, the columns it returns, conditions, grouping with measures, and conditions on those measures.

Design a Report

How a maker lays a report out on the canvas inside the platform, and how saving turns that drawing into the template that prints.

Save a Query

How a maker saves a question once in a solution so charts, reports and dashboards can name it instead of each keeping their own copy.

See How a Process Is Doing

How a maker reads the Insights screen — where work waits, where runs stall, how much gets through, and how decisions go.