You find a small modal, click on the dropdown, ‘Choose Data’ and select any worksheet / report listed. Then, click on the ‘Configure’ button to configure the report for Columns and Filters.

Columns: Select the columns you need from the left panel or click on ‘Select All’ if you need all columns to include. If required, add a relevant aggregate function for the column, assign a value to replace null with and add a name for the column in the report.

Filters: Click on the NEXT button to configure Filters. Here, you can add filters as you wish. Select a worksheet column from the dropdown, assign a suitable operator and then, enter a value.

Click on + green icon to save the filter and to add another. Then, click on the SAVE button to apply.

You are now directed to preview the report you have just created. You can click on ‘Columns & Filters’ to add or remove any columns or filters. Else, click on SAVE.

How to create a report using Builder Mode?

How to create a report using Builder Mode?