To create a report, the process typically involves defining your data source, selecting a template or layout, and configuring filters or visualizations. The specific steps depend on whether you are using a professional software tool like Oracle or HubSpot , or manually drafting one. General Steps to Create a Report

: 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 contacts), add specific property fields, and then configure the visualization.

: You must first create a query, then select a template format (such as .xlsx or .html ), and assign it to a report group.

ASIC annual reports

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