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Reporting interface reporting-interface

The top toolbar allows you, for example, to modify, save or print your report.

Use the Project tab to:

  • Open…: Opens a previously created report or a template.
  • Save As…: Duplicates templates to be able to modify them.
  • Refresh project: Updates your report based upon new data and changes to filters.
  • Download CSV: Exports your reports to a CSV file.

The Edit tab allows you to:

  • Undo: Cancels your last action on your dashboard.
  • Clear all: Deletes every panel on your dashboard.

The Insert table lets you customize your reports by adding graphs and tables to your dashboard:

  • New Blank Panel: Adds a new blank panel to your dashboard.
  • New Freeform: Adds a new freeform table to your dashboard.
  • New Line: Adds a new line graph to your dashboard.
  • New Bar: Adds a new bar graph to your dashboard.

Related topics:

Tabs tabs

The left tabs let you build your report and filter your data as needed.

These tabs give you access to the following items:

  • Panels: add a blank panel or freeform to your report to start filtering your data. For more on this, refer to the Adding panels section
  • Visualizations: drag and drop a selection of visualization items to give your report a graphical dimension. For more on this, refer to the Adding visualizations section.
  • Components: customize your reports with different dimensions, metrics, segments and time periods.

Toolbar toolbar

The toolbar can be found above your workspace. Composed of different tabs, it allows you, for example, to modify, save, share or print your report.

Related topics:

Project tab project-tab

Use the Project tab to:

  • Open…: Opens a previously created report or a template.
  • Save As…: Duplicates templates to be able to modify them.
  • Refresh project: Updates your report based upon new data and changes to filters.
  • Download CSV: Exports your reports to a CSV file.
  • Print: Print your report.

Edit tab edit-tab

The Edit tab allows you to:

  • Undo: Cancels your last action on your dashboard.
  • Clear all: Deletes every panel on your dashboard.

Insert tab insert-tab

The Insert tab lets you customize your reports by adding graphs and tables to your dashboard:

  • New Blank Panel: Adds a new blank panel to your dashboard.
  • New Freeform: Adds a new freeform table to your dashboard.
  • New Line: Adds a new line graph to your dashboard.
  • New Bar: Adds a new bar graph to your dashboard.
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