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.
If you are working with large amounts of data, consider applying additional summary filters to the report when you configure it. Sheet name, Created (date), and Modified (date) can limit the data included and help your reports run more efficiently.
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.