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

: You must first create a query, then select a template format (such as .xlsx or .html ), and assign it to a report group. (458 KB)

To create a report, the process typically involves defining your data source, selecting a template or layout, and configuring filters or visualizations. The specific steps depend on whether you are using a professional software tool like Oracle or HubSpot , or manually drafting one. General Steps to Create a Report : Organize your fields and choose how to display them (e

: You select data sources (like deals or contacts), add specific property fields, and then configure the visualization. The specific steps depend on whether you are

: 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.

: Identify what information needs to be reported. In many software tools, this is the "Data Source" or "Query" step.