A report is a summary of table information presented in graphical, HTML, text, or Excel format. A saved instance of a chart or report can include multiple formats, and charts and reports can be combined into dashboards and chart collections to give users information at a glance and provide a launch point for daily tasks. Reports are useful for managing and monitoring work, tracking data and business trends, and representing information visually or succinctly.


Charts and reports apply user permissions, so they can be shared across the organization without granting unintentional access to sensitive information. They can be scheduled for automatic distribution to individual users and teams, and users can also run them interactively as needed according to their permissions. You can also distribute charts and reports by email, or write them to the hard drive for viewing in a web browser or other program. Charts and reports that are written to the hard drive can be viewed without needing to log in to  or actively run the report in the system. For more information about these topics, refer to the Permissions and Security and Schedule topics in Create and Edit Charts and Reports.

 has dozens of charts and reports already configured that provide visual snapshots of many aspects of business. For a list of reports available for a table, locate the table name in the left pane and click the Charts/Reports link under it. The list also includes any charts and reports you create.

Refer to these topics for more information about reporting:


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