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: Organize your fields and choose how to display them (e.g., tables, charts, or graphs).

: Choose a pre-defined format. Professional platforms like MicroStrategy allow you to base reports on existing cubes or templates to save time. (458 KB)

: Finalize your report and save it in a common format such as PDF, Excel, or CSV. Specific Examples by Platform : Organize your fields and choose how to display them (e

: Set boundaries for your data to ensure the report only shows relevant information. add specific property fields

: You select data sources (like deals or contacts), add specific property fields, and then configure the visualization.