Review and follow these best practices when you use reports.

  • Utilize reports that are available out-of-the-box (OOTB)

    Leverage the many out-of-the-box reports that provide much of the needed information.

  • Clone reports if needed and rename with your company’s naming convention

    If you need minor tweaks from an out-of-the-box report, clone the out-of-the-box report before making changes and save with a naming convention that identifies the company, so it can be easily identified and exported for later use.

  • Create customized reports

    Customize reports based on the report user’s requirements to show specific and related information.