Learning Track
This Help Article appears in the Level 2: Intermediate Users learning track. Get the most out of this learning track by starting at the beginning.
This Help Article appears in the Level 2: Intermediate Users learning track. Get the most out of this learning track by starting at the beginning.
People with Admin permissions can edit report settings.
With a row report, you can:
There are two types of reports:
If you’re building a sheet summary report, read Create a Portfolio View With a Sheet Summary Report.
Use these tabs to set up the information you need to add in the report:
The filter shows requests to be delivered via email.
Similar to this example, you can summarize information according to their status.