📄️ Getting Started with Reports
An introduction to Reports in the Pluto Systems sales app, what each report dataset is used for, and how to open, find, and view a report.
📄️ Viewing and Exploring a Report
How to read a report's widgets, drill into your data, and work with grids in the Pluto Systems sales app.
📄️ Building and Managing Your Own Reports
How to create a report, add and configure widgets, arrange the layout, and save, rename, or delete reports in the Pluto Systems sales app.
📄️ Modify a Preset Report
What happens when you change and save an official Pluto preset report or a read-only shared report in the Pluto Systems sales app.
📄️ Sharing a Report
How to share a report with staff and roles in the Pluto Systems sales app, choose an access level, and change or remove access.
📄️ Exporting Reports
What's currently available for downloading and exporting reports in the Pluto Systems sales app.