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Best Practices

  • Always construct reports using the standard three-panel workflow consisting of Organize Rows By, Select Table Data, and Filter By.
  • Use the Organize Rows By panel first to designate the primary fields that will group your data into the first columns.
  • Select specific quantitative metrics in the Select Table Data panel to evaluate against your rows.
  • Apply date ranges or conditions in the Filter By panel to narrow down your dataset and target relevant information.
  • Preview your configuration live by clicking Generate Report before saving.
  • Click Save Report to store layout configurations for future reuse or ongoing scheduling.
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