(458 Kb) Apr 2026

: You select data sources (like deals or contacts), add specific property fields, and then configure the visualization.

: Set boundaries for your data to ensure the report only shows relevant information. (458 KB)

: Choose a pre-defined format. Professional platforms like MicroStrategy allow you to base reports on existing cubes or templates to save time. : You select data sources (like deals or

ASIC annual reports

: Identify what information needs to be reported. In many software tools, this is the "Data Source" or "Query" step. add specific property fields