(458 Kb) · Genuine

: Finalize your report and save it in a common format such as PDF, Excel, or CSV. Specific Examples by Platform

ASIC annual reports

: To generate a custom security report, you select a reporting period (e.g., specific day or month) and the preferred language before hitting "OK" to generate. (458 KB)

: You must first create a query, then select a template format (such as .xlsx or .html ), and assign it to a report group.

: Set boundaries for your data to ensure the report only shows relevant information. : Finalize your report and save it in

: Organize your fields and choose how to display them (e.g., tables, charts, or graphs).

: Choose a pre-defined format. Professional platforms like MicroStrategy allow you to base reports on existing cubes or templates to save time. : Set boundaries for your data to ensure

: You select data sources (like deals or contacts), add specific property fields, and then configure the visualization.