How To Create a Multi Dimensional Report?

How To Create a Multi Dimensional Report?

Kylas CRM also allows users to create multidimensional reports. Below are the steps to help you get started.

Prerequisites

Permissions:  Any user with permission to Create Reports.
Product Plans: All
Activities to be Completed: None

Step By Step Process

1) Once logged in, select Reports tab from the black panel on the left.

2.) Click on " Create New Report" button on the report listing page.
3.) Fill in the basic information and choose the Report type as Multi Dimensional.

4.) Choose the desired report parameters ( Entity and Chart type) and select the Date range with appropriate filters.

 5.) Select multiple dimensions and choose the metrics

6.) You can also generate the preview before saving the report.

7.) Once done, you can save the report.

Video Tutorial   


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