Define the question first
Open Reports, choose the report that matches the business question, then set the organization, date range, timezone, and filters. Save or state those filters whenever you share a result.
Validate before distributing
Inspect totals and a sample of underlying records. Exports may contain personal or business-sensitive information, so download only what you need and store it according to your policy.
If a report differs from a dashboard card, compare date boundaries, statuses, attribution rules, and whether each view uses created date or outcome date. Send Support the report name and exact filters if the difference remains unexplained.