Decision

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

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

For more technical details, you can refer to the official Decisions documentation or watch the 5-minute training video . Training: Decisions Reports in 5 Minutes Decision

: You can use Report Output Templates to customize the formatting of reports downloaded as Excel files.

: Save your work; the report can then be viewed directly, added to a Page, or used as a step in a Flow . Key Components for Effective Reporting Training: Decisions Reports in 5 Minutes : You

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

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

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