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Overview

Reports transform datasets into visual insights through charts, tables, and metrics. Once you’ve selected a dataset (either standard or custom), you can configure how that data appears, what it measures, and how it’s filtered. Building a report involves:
  • Choosing your data source (dataset)
  • Selecting a visualization type (chart, table, gauge, etc.)
  • Mapping fields to chart elements (axes, metrics, dimensions)
  • Applying filters to focus on specific data
  • Configuring sorting and limits
  • Saving and sharing your report

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Step-by-Step Instructions

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1. Starting a New Report

  1. Navigate to Reporting and select the Reports tab
  2. Click Create Report or the plus icon
  3. The report builder opens with three main panels

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2. Selecting Your Dataset

  1. In the left panel, you’ll see: “1. Select dataset”
  2. The instructions read: “Choose a dataset to build reports with”
  3. Click the dataset dropdown and browse available options
  4. Select your dataset (e.g., Opportunities Value Analysis)
  5. Available fields from that dataset appear below the dropdown
If you change datasets after configuring your report, you’ll see:
“Changing the dataset will reset all configurations including chart type, field mappings, filters, sorting, and preview data. Are you sure you want to continue?“

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3. Choosing a Chart Type

  1. In the middle panel, select your visualization type
  2. Available options include:
    • Bar charts (vertical and horizontal)
    • Line charts
    • Pie charts
    • Area charts
    • Scatter plots
    • Tables
    • Gauges (single metric)
    • And more
  3. Your choice depends on what you’re measuring (trends over time work well with lines, comparisons suit bars, etc.)

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4. Mapping Fields to Your Chart

  1. After selecting a chart type, the system shows configuration options
  2. Drag fields from the left panel or use the configuration selectors
  3. For bar charts, you typically define:
    • X-axis: What you’re measuring across (time periods, stages, rep names)
    • Y-axis: The metric you’re tracking (revenue, count, average deal size)
  4. For pie charts, define:
    • Dimension: How to slice the data
    • Metric: What to measure
  5. Each chart type has specific configuration requirements

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5. Applying Filters

  1. The preview panel on the right shows your chart as you build it
  2. Above the preview, you’ll find filter controls
  3. Click to add filters that narrow your data (e.g., “Only show opportunities owned by specific reps” or “Only include closed deals from last quarter”)
  4. Filters apply to the report each time it runs, keeping your view focused

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6. Configuring Sort and Limit

  1. Control how many results appear using the limit setting
  2. Set sorting to display your most important data first
  3. For dimension fields (categories), the system may automatically add sorting

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7. Previewing Your Report

  1. The right panel shows a live preview as you configure
  2. Make adjustments until the visualization clearly answers your question
  3. The preview updates automatically when you change settings

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8. Saving Your Report

  1. Give your report a descriptive name (shown at the top of the page)
  2. Add a description explaining what the report shows and when to use it
  3. While editing, you’ll see: “Unsaved changes”
  4. Click Save report when ready
  5. The system creates your report and redirects you to the report view page

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Troubleshooting/FAQ

The fields available depend on your selected dataset. If you need additional fields, you may need to create a custom dataset that includes them, or choose a different standard dataset.
Use filters to focus on specific records, and set a limit on the number of results. For example, show only the top 10 items instead of all results.
Absolutely. That’s one of the key benefits of datasets. Create one dataset and build as many different report views as you need.
Reports built on that dataset would break. The system prevents deletion of datasets that are in use.
Different chart types have different requirements. When you switch types, the system tries to preserve your configuration, but you may need to remap some fields to match the new chart’s structure.
Reports always reflect current data when viewed. For scheduled distribution, add reports to a dashboard and configure dashboard delivery settings.
Save your report, then add it to a dashboard. Team members with dashboard access can view the report. You can also share direct links to report pages.
Still have questions? Reach out to our support team here