Category
Answer business questions with reports, exports, and data request workflows.
Match the right report workflow to common questions about revenue, customers, and operations.
Choose the right export depending on whether you need operational, customer, or financial data.
Download the data you need for bookkeeping, audits, customer follow-up, or offline review.
Review pending data requests and understand the follow-up process.
Check past report runs so you can confirm whether the expected data was produced.
Learn when scheduled reports are useful and what to check before relying on them.
Start from a business question and use the report builder to shape the answer you need.
Open the reports area, understand the common report types, and answer routine business questions.
