Report Builder

A drag-and-drop pivot-table report builder with scheduled Excel/PDF delivery.

Report Builder runs live queries against the sandbox's real seeded incidents, problems, changes, and service requests, so results actually populate even though no reports are pre-saved.

Where to find it

Top bar → Insights dropdown → Report Builder.

What to try

  1. Drag a dimension (e.g. Priority) into Rows and a metric into Values.
  2. Click the play icon to run the report against real sandbox data.
  3. Save it as a named report, or export it.