: You select data sources (like deals or contacts), add specific property fields, and then configure the visualization.
: Identify what information needs to be reported. In many software tools, this is the "Data Source" or "Query" step. (458 KB)
: 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. : You select data sources (like deals or
: You must first create a query, then select a template format (such as .xlsx or .html ), and assign it to a report group. add specific property fields