Choose the report scope, export the result, and check the file before sharing financial or client data.
Why this matters
A report answers a business question only when its date range, brand, filters, and measure are clear. Open the records behind an unexpected number before sharing or acting on it.
Before you start
Choose the date range and brand that match the question, and check your report access.
In Releventful
Open the report and set its date range, brand and filters.
Click Download or Export and wait for the file.
Open the file and compare its period and row count with the report before sharing it.
A useful decision
Save a custom report when you want to reuse a particular set of filters and columns. Before exporting, confirm the date range, brand, and whether private client information belongs in the file.
Check the result
Open a source record when a figure is surprising. Save or export only after confirming the scope.
Important to know
Filters change which records appear. Revenue, invoice value, and money received may answer different questions even when their totals look similar.