Reports
Who this is for
Section titled “Who this is for”Users with reports: read; creating and editing saved reports need the corresponding reports actions.
Before you start
Section titled “Before you start”Decide which source entity answers the question. Report execution is read-only, allowlisted to supported sources, and limited to 500 rows.
- Open Reports to review built-in conversion, source, revenue, and saved-report views you are allowed to access.
- Create a saved report by choosing an entity, columns, filters, grouping, sorting, and chart type.
- Open a saved report to run it, inspect the rows or grouped result, and return to the builder when an authorized edit is needed.
- Delete a saved report only after confirming the prompt; the report definition is permanently removed.
What happens next
Section titled “What happens next”The report only returns rows you can read from its source module. own scope restricts execution to eligible records, so two users can receive different results from the same saved report.
Troubleshooting
Section titled “Troubleshooting”- A source is unavailable: you need read permission for both reports and the source module.
- Results are incomplete: confirm filters, the 500-row limit, and owner scope.
- A currency total is unclear: check the report’s currency context and workspace conversion settings.