Accurate reporting starts with understanding how your data is structured and displayed. In this educational, admin-focused session, we’ll explore the key elements that shape your report results—so you can build reports with clarity and confidence.

You’ll gain a practical understanding of how filter logic (AND/OR conditions), role-based visibility, teams, and field configurations influence what appears in your reports. Through clear examples and guided walkthroughs, we’ll demonstrate:

• How filter structure impacts report outcomes

• How visibility and team settings affect what users see

• How to validate report logic before sharing insights

• Simple best practices to improve report accuracy and consistency

By the end of this session, you’ll have a stronger foundation in report design and the skills to confidently deliver reliable, trustworthy insights to your stakeholders.