Knowledge Base

Report Snapshots allow you to report on historical data very easily. With report snapshots, users can recurringly save report results to fields on a custom record based on a defined schedule and mapping. This then

Reports can be exported from Workbooks into either an Excel or CSV format. There are a few reasons why you may want to do this, among others: To be able to view the data in Excel.

An overview of Reporting including what each of the views are for, using charts and adding to dashboards.

Workbooks includes the ability to create Charts from a Report so that reports can be easily displayed visually as well as in a grid format. Charts can then be added to Dashboards, or sent out