Compose supported generators and map a PowerPoint template to report roles.
Compose a custom report
Product location: /reporting/custom-reports
Open Custom Reports and choose Create custom report when your plan permits authoring. Enter a stable code, name, category, home module and description. The code uses lower-case letters and hyphens and cannot change after creation.
Add the curated generators available for your modules. Their order becomes the report's block order. Define prompted parameters and any loop parameters or filters required by the composition.
Preview and save
Product location: /reporting/custom-reports
Run the preview, resolve validation issues and inspect the required data permissions. Some preview tables are row-capped; do not mistake that preview for the complete exported result.
Save the report to make it available in the catalog. Run it with representative parameters and inspect the actual output before using it for recurring delivery.
Apply a corporate PowerPoint template
Product location: /reporting/templates
Open Corporate Templates when the feature is included in your plan. Upload a PPTX or POTX, give it a name and map slide layouts to report roles. Cover and content mappings are required; section breaks and a closing slide are optional.
Save the mapping and set the template active. Inspect an exported deck to check its real content in those layouts. Corporate slide templates are distinct from the reusable PDF and Word document layouts under Settings.