Clarity: Reporting Basics

Welcome to the Clarity: Reporting Basics course.

This course introduces end users to the Reporting capability in Clarity. It is designed for users who want to understand how reporting works in Clarity, how the three reporting tiles connect, and how to reuse existing reports for their business needs.

In this course, you will learn the basic Reporting flow in Clarity. You will see how reports move from trusted data and report design into publishing and end-user consumption. The focus is on helping you get comfortable with the overall Reporting experience, not on deep technical configuration.

Personas in focus

This course is designed for end users, business stakeholders, report consumers, and new report designers who need a basic introduction to the overall Reporting flow. This course focuses on two main personas:

• Report Consumer: An end user, business stakeholder, manager, team lead, or report consumer who opens published reports, reviews report data, applies filters, exports report output, or schedules reports for regular use.

• New Report Designer: A user who is new to the Reporting workspace and needs a basic introduction to Report Designer. This persona typically starts by reusing an existing report, making simple updates, and publishing it for others.

Upon course completion, you will receive a Clarity Course Completion badge and a completion certificate.

By the end of this course, you should be able to:

• Describe reporting in Clarity: Explain the purpose of Reporting in Clarity and how it helps users review business data.
• Identify the three reporting tiles: Identify the roles of Data Providers, Report Designer, and Reports in the Reporting experience.
• Explain the basic reporting flow: Explain how reports move from prepared data to report design and then to end-user use.
• Select out-of-the-box reports as a starting point: Recognize when an out-of-the-box report can be reused instead of creating a report from scratch.
• Make simple report updates: Copy an existing report in Report Designer and make basic updates such as changing titles, filters, or layout elements.
• Publish and use reports: Publish an updated report and use it from the Reports tile to review, export, or schedule supported output.