Create a new report
To build a report, click New Report, choose a record type, add columns, name it and click Save report. A live preview confirms the rows as you go.
To build a report from scratch, click New Report and assemble it on one screen: the field panel on the left, the report form in the middle, and a live preview underneath that updates as you go.
How do I create a report?
- On the Reports page, click New Report at the top right.
- Choose a Record type from the dropdown. This loads the fields you can use.
- In the Fields panel, click + Column next to each field you want in the table.
- Give the report a Name, and an optional Description, under Report details.
- Watch the Live preview to confirm you're getting the rows you expect.
- Click Save report.
What's the minimum I need to save?
A record type and one column. Everything else, including filters, sorting, grouping and sharing, can be added now or later by editing the report.
Tip. The Save report button stays disabled until you've picked a record type and added a column, so it nudges you to the two things a report can't do without.
Common questions
Do I have to add every field before I save?
No. One column is enough to save. Open the report again and click Edit to add columns, filters or grouping whenever you like.
Can I see results before I save?
Yes. The Live preview at the bottom of the builder runs your current settings and shows the matching rows and a row count, so you check the report before committing it.
Where do new reports show up?
Under the My Reports tab on the Reports page. After saving, you land on the report's results, and it's private to you until you change its sharing.