How to create a report

To begin creating a report, navigate to the Reports page with the navigation bar

From here you will need to click on Create Report.

After clicking Create report you will be brought to a page where you can customize your report to your liking.
Be sure to press the save button after you make changes for them to take effect!

You can change the current name of "Custom Report Sample" to be any name you want for your report.

You can edit the text of the question by clicking in the field and writing.
adding a new text or slider field is done by pressing the buttons at the bottom of this panel. and you can remove a question by simply pressing remove to the right of the question.
You can also check whether or not you want to have the goal and blocker tracking enabled here.

Note:
You need to have at least 3 questions for goal and blocker tracking to be enabled.

In the Schedule configuration panel, you're able to set days and times for the report to be sent to your team members.

Note:
Make sure to toggle Auto Schedule on if you would like to send out automatic reports.

You're also able to manually send the report out any time you would like by simple pressing manual run.

You'll need to add report members onto your report before it can be sent out.
To do so simply click and start typing the name of a team member in the text area and click them when they pop up.

You're able to have the report summary be sent to specified email addresses if you would like.
To add an email address type in the text area and press enter to separate new ones.

The report summary can also be sent into text channels.
By default, this is set to not send to any channel, but you can change this by clicking on the drop-down menu and selecting the channel you want it to send into.

From here all you have to do is make sure to save your report by pressing the Save button up at the top of the page and your report is all ready!

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