Create your own report

Transcript

Select a time to play the video from that moment.

1. 0:01

   Ready-made reports cover the common questions, but sometimes you need a list of your own. In this short video, we will build one from your data and run it.

2. 0:11

   First, sign in with your username and password.

3. 0:19

   Open Reports from the icon in the top bar, open the menu next to the Reports heading and choose Create report. To pick your own columns, choose the type that builds a report from your tables.

4. 0:37

   Give the report a clear title, choose the folder it will live in, and the main table its rows come from. Here, each row will be one sales lead.

5. 0:53

   Next, decide who can see it. We keep it private for now; choose Selected users or Public when colleagues need it too.

6. 1:18

   Now add the columns you want, in order, and give each one a title your readers will understand. We also sort by the date each lead came in, newest first.

7. 1:48

   Filters are optional, so we skip them here. Finish and run the report: your columns appear just as you set them up. It now sits in its folder on the left, and to change it later, right-click it and choose Edit report.

8. 2:08

   That's it. Pick a table, choose who sees it, add your columns, and run it. Thank you for watching.