Decision Apr 2026

For more technical details, you can refer to the official Decisions documentation or watch the 5-minute training video . Training: Decisions Reports in 5 Minutes

: You can use Report Output Templates to customize the formatting of reports downloaded as Excel files.

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

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

: Use grouping and sorting options to organize your data logically for the end user. For more technical details, you can refer to

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

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 : Navigate to a Designer Project and select

: High-level, strategy-oriented reports are best for executive decision-makers, while PMO leads may require more detailed project metadata.