Use Report Studio
Inspect the rendered report, move through the studio controls, and catch issues before a client sees the page.
Fast read
Use the left sidebar or direct page link named in the guide, then check the visible page title before touching filters, sends, downloads, or billing buttons.
Open the final page, shared link, tracker link, embedded widget, or exported report in the same browser before treating the task as complete.
Copy the URL from the address bar, note the account email in Account Settings, take a screenshot, and include the last button you clicked.
Step-by-step
- Open Reports from the left sidebar, choose the building/report you are preparing, and wait until the report canvas and left control rail both finish loading.
- Click Data when you need to audit raw rows, Split when you need evidence beside the narrative, and Report when you want the client-ready version. Do not send from the wrong mode.
- In the control rail, check prepared-for name, criteria text, page order, branding, and included sections before you create a link or PDF.
- Scroll every visible report page from cover through closing page. Look for wrapped labels, missing chart values, blank metric cards, and stale building names.
- Click Share only after the rendered report on screen is the version you want the recipient to open. The share link preserves this exact report state.
Mistakes to avoid
Sending a report before checking the exact Data, Split, or Report mode the recipient will open.
Changing filters or modes without checking the final rendered surface.
Assuming a highlighted, shared, or pinned item changed source truth instead of presentation or access.
Frequently asked questions
Start with account, URL, selected mode, filters, building or unit, date range, and recipient context. Most confusion comes from looking at the right data through the wrong workflow state.
Most controls change the view, filter, workflow state, access, or presentation layer. Source sale and unit records remain unchanged unless an admin data-sync or data-correction process explicitly updates them.
Open the final surface the client will see and verify that the key evidence, action, label, or next step is visible without needing you to narrate it separately.
Send the account email, URL, building or unit, saved search or report name, timestamp, screenshot, and the exact action you took immediately before the issue appeared.