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A report is a dashboard built from one data source, such as your Aegis tickets or your Pulse deals. When you create one, Prism suggests widgets that suit the data, and you choose which to start with.

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Before you start

You need at least one data source. A file or a database must have its columns confirmed first; built-in sources are ready straight away. Tenant Owners, Workspace Admins and Workspace Members can create reports.

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Create a report

The new report form, with the Dashboard name box and the Data source menu, and Suggested widgets below them, which appear once a data source is chosen.
1

Start

Select Reports, then New Report.
2

Name it

Enter a Dashboard name your team will recognise.
3

Choose the data

Under Data source, choose the source to report on.
4

Pick widgets

Under Suggested widgets, untick any you do not want.
5

Create it

Select Create Dashboard.
The new report opens with the widgets you picked, and it now shows in your Reports list. Next, set up a monitor to be told when a number changes.

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Troubleshooting

The source’s columns have not been confirmed. Open the source from Data Sources and confirm them, then start the report again.