Last Updated: September 3, 2021

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

With Reports, source data from:
Single Record or Workflow App
Max combination of 2 data sources: Record - Record, Workflow - Workflow, or Record - Workflow

For Admins, switch to Builder view and expand the sidebar to see the Reports tab. For Builders and Internal Users, just expand the sidebar and click the Reports tab located at left side of your screen.



From the Reports page, you will find the a list of Reports that have already been created. Take note hat only Admins and Builders can create Reports. Internal Users can only view Reports that they have access to.

You can find the Create Report and the Data Model buttons at the upper right side of your screen.

Before creating a Report, 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. where you can generate a report based on the data model that you are using.

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