Create a standalone report

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  • Published on Nov 13, 2025
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Create a standalone report that is independent from a dashboard.

Create a report from Reports

Standalone reports that you create from Reports are automatically saved.

  1. Go to Reports.

    Reports option highlighted in the top navigation menu.

  2. Click New > Report.

    Select Reports from the New dropdown.

  3. Complete the following fields:

    Field

    Description

    Name

    Type a unique name for the report.

    Data Source

    From the dropdown, select the core object to build your reports from.

    Note

    Once you create the dashboard, you cannot change the data source.

    Folder

    Select the folder where you want to save your report.

    Categories

    Optional. From the dropdown, select existing categories or type in new categories and press Enter.

    Description

    Optional. Type a description of the dashboard.

  4. Click Save & Continue.

  5. Use the chart designer to configure the report.

  6. Click Plot.