Hi,
I am in the "Creating Dashboards & Reports" - " Create Reports with Report Builder" and have now opened 2 playgrounds but nowhere am I able to view a "New Reports" tab as mentioned?
Thanks!
8 Antworten
Hi Alicia
1.) Click the 9 Dots and in the search bar, type REPORT, then select Reports
2.) That Opens the Reports Tab, then Click the NEW REPORT button
3.) Select the Report Type (type of data you want in the report)
4.) You will be in the report editor.
Good luck.
NOTE:
The Reports Tab is a tab that is visible to most users in most applications, but not all
There are 2 things you can do to make sure you can see the Reports Tab.
1.) Click the Pencil at the right end of the Navigation Bar and ADD ITEMS to include Reports
2.) Check with your Administrator to make sure that you have the permission to CREATE NEW REPORTS
LMK if you need any other help.
Here's a link to a video demonstration. (https://www.loom.com/share/dd39db4ac7254e98899258bdcd2440bb)
