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Visual Workflow: Essential Reports Workflows

Learn the basic steps a project member can take when working with the Reports tool.

Essential Reports Workflows
Create a report
Create a report
Select a template
Make changes to report configuration
Run a report
Run a report only once
Run a report and save its configuration as a template
Work with report templates
View templates
Select a template
Save as a new template
Sort, filter, view, download, share, and void reports 
Edit a template
Save a template

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