Lesson 4: Your First Report

About This Lesson

Open a report, choose Dashboard or Grid, apply filters, and save a layout you can reuse. The Setting Up a Report guide includes screenshots for every step — use it alongside this lesson.

Before you begin

• You can sign in and connect to an environment (Lesson 3 / First Login) - Your administrator has given you access to at least one report

Key Topics Covered

• Open a report from the left menu - Choose Dashboard vs Grid - Set a date range when prompted - Filter, group, and drill in the grid - Save and reopen a personal layout

Resources & Downloads

• Setting Up a Report (Documentation)
• Troubleshooting common issues
• Contact support