Decision

: Apply filters to limit displayed data based on specific conditions, such as only showing accounts created after a certain date.

To develop a report in the platform, you use the Report Designer to organize and display data from various sources like Data Structures, Flows, or integrated systems . Steps to Create a Report in Decisions

: Choose specific properties from your data source to display as columns (e.g., First Name, Email, Creation Date). Decision

: High-level, strategy-oriented reports are best for executive decision-makers, while PMO leads may require more detailed project metadata.

: In the Report Designer, click Add under Data Sources to specify where the report pulls information (e.g., Account Data Source). : Apply filters to limit displayed data based

: A strong report for decision-making typically includes an Executive Summary , clear Findings , and Recommendations for next steps.

: Use grouping and sorting options to organize your data logically for the end user. : Use grouping and sorting options to organize

: Navigate to a Designer Project and select CREATE REPORT from the Global Action Bar.