Getting Started Guides

When creating templates, template objects like tables and visualizations, and report tasks - it is important to understand the order of precedence for the application of filters as some filters may supersede others.

Templates are files in ConnectReport that are used to generate report documents. The template stores information for the layout, formatting, and design of the report, as well as the visualizations and table data

To schedule or publish a report in ConnectReport, you create report tasks on a given template. A report task includes parameters such as a publishing schedule, who to share the generated report document

The portal is the core of the ConnectReport workflow. From the portal, you can edit and create new templates, and view, search, and export published report documents that have been shared with you.

Filter cycles are used to automate the creation of report tasks. When you create a filter cycle, you start by choosing a “Field to cycle on,” and then select field values of the