Run report
Open the template, select the period, and click Run to update.
To add data to a new report or update an existing report with new data, you must run the report
In order to do so:
Open the report template using one of these methods:
- Select the report template, and click on the report you want to run.
- Click on the report template card. (Thumbnail view)
Under Parameter you need to select/edit the period for which you want to get data.
Click Run. The report is updated.
Report Player with AI Analysis in OneStop Reporting
How to use the feature
Run the report you want to analyze.
Select Analyze report from the toolbar.
Choose one of the suggested questions based on the report data, or type your own question in the text field for a customized analysis.
Generating the analysis may take a little time. This is due to a Pro solution that ensures responses of the highest possible quality and precision. Always verify the results, as AI-generated content can contain errors.