(458 Kb) Apr 2026

: You must first create a query, then select a template format (such as .xlsx or .html ), and assign it to a report group.

To create a report, the process typically involves defining your data source, selecting a template or layout, and configuring filters or visualizations. The specific steps depend on whether you are using a professional software tool like Oracle or HubSpot , or manually drafting one. General Steps to Create a Report (458 KB)

: Set boundaries for your data to ensure the report only shows relevant information. : You must first create a query, then

: Organize your fields and choose how to display them (e.g., tables, charts, or graphs). General Steps to Create a Report : Set

ASIC annual reports

: Finalize your report and save it in a common format such as PDF, Excel, or CSV. Specific Examples by Platform