As part of this step, Sidekick takes you to the Advanced Reporting page. You can perform the following tasks:
- View 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 store them in the repository
- Add several reports in a Dashboard to display business trends in a single view
- Import custom attributes to enhance reports
- Use predefined reports and dashboards. For more information, see Predefined Advanced Reports and Dashboards
- Ability to give access to the 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. For an overview about matrices, view the following video:
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