As part of this step, the Sidekick takes you to the Advanced Reporting page. You can perform the following tasks:
- View a list of all ad hoc views, reports, and dashboards.
- Create views in a web-based, drag-and-drop editor and use them to generate new reports with the available data sets.
- Schedule reports for distribution through email and also store them in the repository.
- Add several reports in a single and integrated view, as Dashboards, to display the business trends.
- Import custom attributes to enhance reports according to your requirements.
- Use predefined reports and dashboards. For more information, see Predefined Advanced Reports and Dashboards.
- Ability to give access to Advanced Reporting module to the analyst roles.
You can also directly navigate to the Advanced Reporting page and perform the required tasks. For more information about Advanced Reporting, see Advanced Reporting.