Report Builder
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      Add or Edit a Report in Report Builder

      Build tables and charts to visualize the data from any module through report builder.

      The TermSheet Report Builder aggregates data from various workspace modules, enabling teams to create tailored reports and visualizations to meet their specific needs.

      Report on any of the modules below:

      • Deals
      • Properties
      • Companies
      • Contacts
      • Engagements
      • Tasks
      • Custom Objects

      📑 Learn to:

      💡 Things to Consider

      Report are not prohibited from having the same name. Take care to create descriptive report names that make it easy to differentiate them in a list view.

      ⚙️ Steps

      Add a New Report

      1. Select Reports from the company level tools.

      2. Select "+ New Report"

      3. Use the dropdown to select an Object from the dropdown.

      4. Name the new report.  Select "Create" to begin building the report.

      5. The Report Builder window is located on the left side of the screen and can be collapsed or expanded using the arrow in the header.

      6. Start on the "Fields" tab within the Report Builder. Use the dropdown to select fields to add as columns on the report data table. As selections are made, the field name will appear in a list below the field dropdown and data will begin to populate in the Data tab in the center. 

      7. Drag and drop the columns on the table to reorder. Reorder Columns on Report

         

      8. Next, select the "Filters" tab, then "Add Filter" to begin applying filter criteria to the data. Report Filters

         

      9. Select "Save" before navigating away from the page to save the report.save report builder

      Duplicate a Report

      1. Select a report from the list to view the report details.

      2. Select the ⁝ icon in the upper right corner.

      3. Select "Duplicate Report"

      4. Follow the prompt to confirm the choice.

      5. The new report will be titled [TITLE OF REPORT] - (Copy)

      6. Select the title text and begin typing to rename the duplicate.

      7. Select "Save" before navigating away from the page to save the new title and any changes made to the report.


      Edit a Report

      1. Select a report from the list to view the report details.

      2. To edit the contents of the report, select the Fields or Filters tab from the report builder and make updates as desired.

      3. Select "Save" before navigating away to save the changes to the report.

      Delete a Report

      1. From the Reports list, select the ⁝ icon to access report actions. Then select "Delete". save report builder

      2. Follow the prompt to confirm the choice.

       

       

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