Create a temporary report

When you create a report from a module, it is a temporary report that you can save as a standalone report that is independent from a dashboard, or you can pin the report to a dashboard.

Before you begin

• Create folders to organize your reports.

• Create a dashboard that hold a collection of reports in one place.

Create a report from a module

When you create a report from a specific module (Teams, Territories, Product), your data source is the module you create the report from.

Note

Reports are temporary and are not automatically saved when you create them from the module. You must save the report or pin the report to a specific dashboard to keep the configuration.

1. Go to the appropriate module (Territories, Teams, or Products) > (Manage Accounts, Team Organization, or Manage Products).

   

2. Click Actions and select Create a Chart.

   

3. Use the chart designer to configure the report.

4. Click Plot.

5. Save or pin the report.