What should be reviewed after starting with a standard report?

After starting with a standard report, reviewing the underlying records and available fields is essential. This step allows you to gain a deeper understanding of the data that informs the report, ensuring that you can analyze and interpret the results accurately. By examining the underlying records, you can identify which data points are included in the report and how they relate to one another. This insight is crucial when evaluating the report's relevance to your objectives and when making decisions based on the report findings.

Understanding the available fields also enables you to customize the report further, tailoring it to meet specific analytical requirements or to enhance its clarity and usefulness. This foundational knowledge supports more insightful analysis and allows users to optimize their reporting experience based on the data structure behind it.