Published at: 2026-09-17
Create reports and pivot reports
Overview
Create reports and pivot reports from the BI menu.
Before You Begin
[!IMPORTANT] - Prerequisite: An administrator has enabled a BI menu. - Capabilities: You can create reports and pivot reports, then export them after creation.
The report-creation entry point is available from this page. The available fields and wizard steps depend on your tenant configuration.
Expected Results and Verification
The newly created report appears on the report list page. Available fields depend on the current tenant configuration.