Creating a new Report

The Create Story process gets completed in the following steps:

  1. ​Accessing the Report Module.

  2. Choosing either an existing Data Store or Uploading a File (CSV/ Excel) to Create a New Report.​

  3. ​Creating a View and save it in the Report.

  4. Saving multiple Views on a Report.

Please Note: The steps to create a new Report may vary for users based on how they access the Report module and which option they select to Create a new Report.

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