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: Finalize your report and save it in a common format such as PDF, Excel, or CSV. Specific Examples by Platform

: You must first create a query, then select a template format (such as .xlsx or .html ), and assign it to a report group. (458 KB)

ASIC annual reports

: You select data sources (like deals or contacts), add specific property fields, and then configure the visualization. : Finalize your report and save it in

: Set boundaries for your data to ensure the report only shows relevant information. add specific property fields