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CMBI: Creating and updating reports

An overview of how to create and update reports in CM Business Intelligence.

Written by Billy Dilks

If you have a report builder licence, you can create reports yourself. To request a new report or book a training session on report creation, contact your account manager via the Customer Success Portal.

To request an amendment to an existing report, raise a new case online and include the report name and the change required.

🤓 Tip: Ensure the report is in a public folder before raising a case.

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