13.1.3 Advanced Reporting Examples

In this section, we will explore in greater detail some of the configurations introduced earlier and examine additional steps of the report creation wizard that have not yet been covered.

Unlike the previous chapter, we will not walk through the complete report creation process again, as it has already been described in detail. Instead, we will focus on more advanced features and configurations, illustrating them through practical examples that will help you create more complex and structured reports.

The examples provided in this chapter are for illustrative purposes only and are not necessarily representative of real-world cases.
Each organization and project has its own specific characteristics, data, and objectives, making it impossible to define practical examples that apply to all operational needs.
Therefore, this guide is not intended to provide recommendations on which fields to use or how to structure reports for a specific business context. Instead, it aims exclusively to illustrate the features of the Reports module and the main ways in which the tool can be used.

How to Select Fields from Related Modules

To select information from the related Account, starting from the Contacts module, you can use the panel located in the upper-right section of the screen, which displays the available relationships.