Creating reports

Use the Home page to create one of the following reports.

  • Custom
  • Delivery Transformation
  • Recent Activity
  • Team Performance
  • Audit
  1. From the Home page, click Insights > Reports.
  2. Click add report to Add report.
  3. On the New report page, in the Type of report field, select the type of report from the list.
  4. Enter the name of the report in the Report name field.
  5. Enter a report description in the Description field.
  6. Select an icon for the report in the Icon field.
  7. Click Add.
    After the report is created you can immediately run, edit, and share the report with other users.