Decision Apr 2026

: In the Report Designer, click Add under Data Sources to specify where the report pulls information (e.g., Account Data Source).

For more technical details, you can refer to the official Decisions documentation or watch the 5-minute training video . Training: Decisions Reports in 5 Minutes Decision

: High-level, strategy-oriented reports are best for executive decision-makers, while PMO leads may require more detailed project metadata. : In the Report Designer, click Add under

: You can use Report Output Templates to customize the formatting of reports downloaded as Excel files. : In the Report Designer

To develop a report in the platform, you use the Report Designer to organize and display data from various sources like Data Structures, Flows, or integrated systems . Steps to Create a Report in Decisions