Create and customize reports

What this solves

Users need a clear flow from report creation to preview/export while avoiding scope mistakes.

Steps

1. 1

   Step 1: Open Reports > Create.

2. 2

   Step 2: Select template and set date range.

3. 3

   Step 3: Customize sections and metrics.

4. 4

   Step 4: Preview, then export or save.

A report is saved successfully and preview reflects selected source, date range, and chosen template content.

• Missing date range.
• Using the wrong source account before report creation.
• Editing template options but forgetting to validate live preview output.
• Exporting while required sections are still disabled or empty.