Decision Today
: In the Report Designer, click Add under Data Sources to specify where the report pulls information (e.g., Account Data Source).
: A strong report for decision-making typically includes an Executive Summary , clear Findings , and Recommendations for next steps.
: High-level, strategy-oriented reports are best for executive decision-makers, while PMO leads may require more detailed project metadata. Decision
: 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
: Choose specific properties from your data source to display as columns (e.g., First Name, Email, Creation Date). : In the Report Designer, click Add under
: You can use Report Output Templates to customize the formatting of reports downloaded as Excel files.
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 : Save your work; the report can then
: Navigate to a Designer Project and select CREATE REPORT from the Global Action Bar.




