Guides

Creating reports

Guides

Creating reports

Creating reports

Creating reports

The Reports feature allows to create reports and share them via email and Slack. The basic building block of a report is a custom chart. You can add any number of charts and reorder them by drag & drop. You can also add text fragments between the chart to include your own comments or descriptions.

Before creating reports, you should learn how to create custom charts.

The Reports feature allows to create reports and share them via email and Slack. The basic building block of a report is a custom chart. You can add any number of charts and reorder them by drag & drop. You can also add text fragments between the chart to include your own comments or descriptions.

Before creating reports, you should learn how to create custom charts.

The Reports feature allows to create reports and share them via email and Slack. The basic building block of a report is a custom chart. You can add any number of charts and reorder them by drag & drop. You can also add text fragments between the chart to include your own comments or descriptions.

Before creating reports, you should learn how to create custom charts.

Guide contents:

Create a report from scratch

Creating a report from a template

Create a report from scratch

To create a new report, go to the Reports tab and click Add new report on the top right corner.

A modal is opened with a set of report templates. You can either create a new report from scratch or pick one of the predefined reports.

To create a new report from a scratch, select New blank report. Once you’re in the editor, you can give a name to your report and start adding chart and text blocks.

When you’re editing a report, you can easily insert any of your existing custom charts, or create new ones using the chart templates.

When you click Create report, the report is created and you can find it under the Reports tab under the top navigation. From there, you can for example download it as a PDF, schedule it to be sent via email, or share it with others using the share links.

You can also set the visibility to be either private or public in the report settings.

Private reports are seen only by you.

Creating a report from a template

To create a new report from a template, go to the Reports tab and click Add new report on the top right corner.

A modal is opened with a set of report templates.

Clicking one of report templates opens a preview with real data:

  1. Select the data sources from the Data source menu above the report. You can pick one or more data sources for your reports and have them applied to all the charts within the report.

  2. Optionally, you can click the Configure icon on the top right corner to open the report for editing. The report editor opens showing the predefined content. You can freely add or remove charts and text blocks, and adjust the layout of the report.

Once you’ve done adding sections to the report, clicking Create report saves the report and it becomes available under the Reports tab.