You can see all available Report Templates in the Templates > Report library section.

You can view a list of your run Reports in the Reports section.

You can install a pre-built Report Template from the Report Library:

These Report Templates can be customized in My Templates (under Report Templates):

You can also create a new, blank Report Template in My Templates by clicking '+' in the upper right-hand corner and then selecting 'New blank template' from the dropdown.

Tip: Read this section to learn about creating templates with AI.

When creating a blank template, you will be asked to pick from one of the new Report Types. The description under each Type listed will explain its parameters:

Note: Reports will only show results for the Teams, Accounts, and Users to which the current User is assigned.

Customizing or creating a template will open the Template Editor. You can add Columns of data to appear by clicking '+ Add column.'

When adding a new column to your report, you can select a Type, Title, and Description.
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You can also pass this section and make your selections in the 'Data Fields' section. What you choose will update the information above automatically, and you can customize your Title and Description from there:

You can also add Fields per Data Source by clicking on an existing Data Source, then selecting '+':

Then select several fields for that Data Source at once:

You may also add a 'New data source' to add rows to your current report. These will appear on the right to select from:

In the upper right-hand corner of the Template Editor, you will have options to edit the report with AI, filter Account/Client/CoClient data, edit the report details, or preview the report:

To view or run a report, navigate to Settings > Reports, then either All Reports or My Reports, and click the '+' in the upper right-hand corner.

This will ask you which Report Template you would like to use:

And filter your results:

Click 'View Report' to review your results before downloading a copy of your report.

The system will show results in the browser.

Alternatively, click 'Download report' to bypass previewing and receive a spreadsheet of the report instead:

You can also click the Download icon from the Preview screen.

Open the Report using your spreadsheet software.