What it covers
Choose supported measures and date windows, save analysis and keep access aligned with permissions.
Reporting and data
Custom Report Studio
Build governed reports and personal dashboard widgets.
How it works
Build a report around a supported business question
Choose supported measures and date windows to create governed reports or personal dashboard widgets. Saved analysis stays aligned with the permissions that govern its source data.
In practice
Save a report or dashboard widget without widening access to underlying records.
When to use it
Useful situations
- Build a saved view for a supported business question.
- Create a personal dashboard widget from governed measures.
- Reuse a date-window analysis without exporting raw data.
A working path
How the work moves
Select
Choose supported measures, dimensions and a date window.
Save
Name the report or widget for the team or personal dashboard.
Review
Return to the saved analysis while permissions continue to govern source records.
Illustrative scenario
monthly service volume
A service manager saves a monthly volume report and adds it to their dashboard to review before weekly planning. The saved analysis keeps its chosen measures and time window, allowing the manager to return to the same question while each viewer still sees only the data they may access.
Before you start
What to check
- Only supported report measures can be selected.
- Saving a report does not grant access beyond the viewer's permissions.
Can every user edit shared reports?
Editing and sharing follow the workspace permissions.
Can I add a widget?
Personal dashboard widgets are supported within the available reporting capability.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.