- Step 1: Install the Lazy Admin app from AppExchange.
- Step 2: Connect your Salesforce account to Lazy Admin.
- Step 3: Open the Lazy Admin interface.
- Step 4: Input your reporting question or query in natural language.
- Step 5: Review the generated report, chart, or dashboard.
- Step 6: Customize the output if needed.
- Step 7: Save or share the report as required.