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Checklist - Report builder

What to check before your team builds and shares its own data reports.

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Ready for your data reports to go live?

Ensure you've double checked the following:

  1. Create the folders your reports are filed in: New folder under Report > Data reports, choosing who can see each one.
  2. Build each report your team asks for: Create a Data Table, with its Data source and the columns it needs.
  3. Where one report needs more than one source, open it and select Add a data table.
  4. Check each report downloads as your readers need it: Export on the report.

See also

This page uses Backed's default terms, such as Funding Round and Application Template. An organisation may rename them, so read each as your organisation's own term if you've renamed it.