BI report
A self-service report: source, columns, grouping, filters and sorting built without code, with preview, chart and scheduled delivery.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Tabs
Build
Available actions
Generate previewExport CSVExport PDFCalculate
Start here
Build, check and save
On the Build tab, choose the source, tick the columns, group, filter and sort; "Generate preview" shows the result with chart, calculated column and CSV/PDF export. Give it a name and, if you want, an e-mail schedule, and save (Ctrl+S). Save updates the report itself — for a variation, use Duplicate.
How to
Save, browse and undo
Save stores without leaving the form (Ctrl+S); Save and close returns to the list; the header arrows move from one record to the next. Delete sends the record to the list’s trash, from where Undo brings it back.
Standard list and form
The screen became the standard list: search, filters, saved views, columns, export and trash with Undo. Click the record (or New) to open the form, with the detail tabs when there are any.
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