: High-level, strategy-oriented reports are best for executive decision-makers, while PMO leads may require more detailed project metadata.
For more technical details, you can refer to the official Decisions documentation or watch the 5-minute training video . Training: Decisions Reports in 5 Minutes Decision
: Choose specific properties from your data source to display as columns (e.g., First Name, Email, Creation Date). : Use grouping and sorting options to organize
: Use grouping and sorting options to organize your data logically for the end user. Steps to Create a Report in Decisions :
: Apply filters to limit displayed data based on specific conditions, such as only showing accounts created after a certain date.
To develop a report in the platform, you use the Report Designer to organize and display data from various sources like Data Structures, Flows, or integrated systems . Steps to Create a Report in Decisions
: Save your work; the report can then be viewed directly, added to a Page, or used as a step in a Flow . Key Components for Effective Reporting