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
: You select data sources (like deals or contacts), add specific property fields, and then configure the visualization. (458 KB)
: Identify what information needs to be reported. In many software tools, this is the "Data Source" or "Query" step. To create a report, the process typically involves
: Finalize your report and save it in a common format such as PDF, Excel, or CSV. Specific Examples by Platform To create a report