Video transcript
0:03 Hayat Reports → Reports → New report. First choose the dataset: the business subject to report on
0:11 Sales invoice lines: the builder starts with the date and net sales for the last 30 days
0:17 Click a field to put it on Rows, a value to put it on Values — or drag it onto any shelf
0:31 Date range: This year. The preview runs again after every change
0:38 Bar: long names read well
0:49 Donut: shares of one value — the note says what shape it needs
0:55 Table: the exact figures with a totals row
1:00 Back to Column
1:03 ƒ+ Calculated adds your own formula, e.g. DIVIDE(margin, net) * 100 for margin %
1:09 Save keeps it under Reports with a name and folder — not saved here
