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Bite Size Analytics: Getting Started with Report Builder

This content introduces Report Builder, a tool for creating statements. An overview video is provided to demonstrate the tool's functionality. Users can access additional resources, including online help and a specific learning plan, to further their understanding.

  • Nov 17, 2025
  • Knowledge

Title
Bite Size Analytics: Getting Started with Report Builder
URL Name
Bite-Size-Analytics-Getting-Started-with-Report-Builder
Summary
This content introduces Report Builder, a tool for creating statements. An overview video is provided to demonstrate the tool's functionality. Users can access additional resources, including online help and a specific learning plan, to further their understanding.

Objective

Learn how to get started using Report Builder.

Product Area
Report Builder
Release Version
All Versions
Environment

All Versions

Procedure

At Certinia we are continually investing in providing the best reporting and analytics capabilities. With this in mind, we are investing in the next generation of statement-building tools, namely our Report Builder (aka xRB).

To help you get started with this tool, Product Manager Alison Ainge has put together an overview video showing some of the functionality within the builder. This can be used along with the online help.

Additional Notes

If this is your first introduction to xRB, we recommend that you complete the Report Builder learning plan.

Reporting & AnalyticsProfessional Services CloudCustomer Success CloudReport BuilderBite Size AnalyticsFinancial Management Cloud
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Knowledge:Bite Size Analytics: Getting Started with Report Builder