Knowledge Base

Once you have ran a Report it is possible to add it to a Dashboard of your choice from the Actions Menu. This allows you to quickly add a Report View without the need for

A detailed explanation of the key screens/tabs you will come across when creating reports in Workbooks.

How to use Custom Fields to display the results from reports on a record directly.

How to view your reports, and the benefits of using Categories to separate out different types of reports.