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Create a Report

Authored by: Lili Cohen

ADMIN: Create a Report

Creation Date: February 8, 2023
Created By: Cristina Rosales
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1. Login to ACME Backoffice

2. Click on Reports

Step 2 screenshot

3. Click on + Create Report

Step 3 screenshot

4. Enter your Report Name using the conventions on the Business Rules

Business Rules document Step 4 screenshot

5. Enter you report Description

Note: The description cannot be changed once the report has been fully created Step 5 screenshot

6. Click on the Data Source you wish to include in your report

Use the guide on ACME’s knowledge Base to see which source you will work best for the data you need to pull Step 6 screenshot

7. Click on Save

Step 7 screenshot

8. Select the report columns necessary for your report, then click Save & Preview

Step 8 screenshot

9. Ensure your desired Date field is selected

Step 9 screenshot

10. Continue customizing your report by adding Filters

Step 10 screenshot

11. Click on Save & Close to complete your new report

Step 11 screenshot


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