• Created by Unknown User (jeffery.s), last updated on Jul 18, 2019 1 minute read

Create a report - a customized view of information about your object schema. There are seven pre-existing reports available, or you can create your own by developing it using our Insight Widget Framework.

  1. Click Insight > Reports.
  2. In the Report manager, click New report at top-right.
  3. Select from the list of available reports.
  4. In the New report dialog box, complete all of the required parameters. 
  5. Click Preview to see a preview of the report, or click Create to generate a new report. 

You don't need any special permissions to create a report. However, you must have access to the object schema or object type that you are reporting on to see the data.