How to Generate Your First Report in SGEN
This procedure generates the first report from SG-Dashboard once site creation, integrations, and location setup are in place.
Before you start
Complete the dashboard onboarding sequence in order before expecting the reporting step to be useful:
Where to go
Start from the Dashboard:
Log in to SG-Dashboard, open Dashboard, then click Generate Report in Quick Actions.
You may also follow the Getting Started sequence from the Dashboard if that surface is guiding the next task.
Steps
Use the reporting flow after the supporting setup is already in place.
Open Dashboard and click Generate Report from Quick Actions.
Use the report flow presented for the account and site you are working on.
Make sure the correct site is in scope and that the required integrations and locations are already connected if the reporting flow depends on them.
Finish the report action, then review the resulting report output or reporting state in the dashboard.
What success looks like
The first reporting step is complete when the report flow finishes successfully and the account now has an initial reporting output tied to the configured site data.
What to do if it does not work
Use the correct response for the state you are in.
Check whether Google integrations are connected and whether the required locations have been added.
That usually indicates setup order, not site-creation failure. Complete integrations and locations first.