Reports
Standard reports so people stop exporting raw tables as the official number.
Where to find it: Left menu → Reports & Analytics → Report Catalog
Step 1
Left menu → Reports & Analytics → Report Catalog. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Pick a named report instead of a dump. Run it. Share the pack if needed.
Step 3
The output should match the module report of the same name.
Yes. Report Catalog is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Use the builder after columns are agreed. Do not keep a private spreadsheet as truth.
