Report
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Report

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Article summary

Overview

The Report task enables you to generate and view static reports, craft detailed analyses, and distribute these reports among your organization's users for collaborative review by operational staff and strategic approvers. Additionally, our system allows you to open multiple tabs for individual reports, facilitating data analysis and comparison.

For instance, you can open the Corporate report and view commission revenue for Division ABC in one tab, and for Division XYZ in another. From there, you can focus on either division, perform calculations and comparisons between them, display distinct periods for each division, or apply different point-of-view selections to refine your analysis. Add charts and graphs to your reports. See Chart Types and Formatting for detailed information.

Subtasks

Below, you will find descriptions of each subtask:


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