Create a Report
Creation Date: February 8, 2023
Created By: Cristina Rosales
View most recent version on Tango (opens in a new tab)
1. Login to ACME Backoffice
2. Click on Reports
3. Click on + Create Report
4. Enter your Report Name using the conventions on the Business Rules
Business Rules document (opens in a new tab)
5. Enter you report Description
Note: The description cannot be changed once the report has been fully created
6. Click on the Data Source you wish to include in your report
Use the guide on ACME's knowledge Base (opens in a new tab) to see which source you will work best for the data you need to pull
7. Click on Save
8. Select the report columns necessary for your report, then click Save & Preview
9. Ensure your desired Date field is selected
10. Continue customizing your report by adding Filters
11. Click on Save & Close to complete your new report
