Build A Report
1
Open Analytics & Reports
Under Insights, select Analytics & Reports.
2
Create a dashboard
Select New Dashboard.
3
Choose a starting point
In the New Dashboard dialog, select Blank Dashboard or choose a prepared dashboard template.
4
Open the widget panel
In the dashboard editor, select Add a Widget.
5
Choose Build a Report
In the widget panel, find Build a Report and choose the report type you want.
6
Configure the report
Choose the record type, metric, grouping, date range, and filters requested by the report builder.
7
Review the result
Review the preview, then save the report configuration.