Navigating the Reporting tool

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    Jene Hernandez

    This is a good layout of where everything is, but doesn't quite explain how to create your report. For instance- how do you change the consolidation type for a field?

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    Ally Daley

    Hi Jene! To change the consolidation type, click on the text ("ONE", "CNT" etc) and select a consolidation type from the list. Check out our YouTube channel, we'll have a video about the reporting tool up soon! Typically we recommend that people start with a System Report if you're not sure where to start with a report. Please open a ticket with Support if we can assist further!


     

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