Decision Apr 2026

: Choose specific properties from your data source to display as columns (e.g., First Name, Email, Creation Date).

To develop a report in the platform, you use the Report Designer to organize and display data from various sources like Data Structures, Flows, or integrated systems . Steps to Create a Report in Decisions

: In the Report Designer, click Add under Data Sources to specify where the report pulls information (e.g., Account Data Source). Decision

: Apply filters to limit displayed data based on specific conditions, such as only showing accounts created after a certain date.

: You can use Report Output Templates to customize the formatting of reports downloaded as Excel files. : Choose specific properties from your data source

: Navigate to a Designer Project and select CREATE REPORT from the Global Action Bar.

: Save your work; the report can then be viewed directly, added to a Page, or used as a step in a Flow . Key Components for Effective Reporting : Apply filters to limit displayed data based

: A strong report for decision-making typically includes an Executive Summary , clear Findings , and Recommendations for next steps.