Last Updated: March 18, 2021

Global Reports allow you to create and generate reports using fields from different workflows. Any reports that you make will be accessible to all of your users which they can also re-use if needed for other processes.

To get started, from the dashboard click the Global Reports tab located at left side of your screen and it will direct you to the REPORTS page.



From the Reports page, you will find the Create Report and the Data Model buttons at the upper right side of your screen. Now, the first thing that you need to do is to build your data model where you have to select the workflow and fields for your final report output to base on.

After creating the data model, the next step is to design your report. Inside the Reports Designer, there are three steps that you will encounter. First is to select a Chart type for your report's graphical representation.

The second step is the Data Selection where you have to finalize all the fields you want to include in your report. After configuring these steps, the third and last step is to preview and publish your report.

Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
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