Visualize Data with Reports
This guide will go over how to display data in charts, metrics and other widgets in your project using the Reports feature. A Report is a visual display of data metrics that is always up to date with latest data and can be shared.
If you've used another Report builder or Business Intelligence tool, our Report builder will feel intuitive. You get a freeform, configurable canvas and a variety of widgets to display results from your data.
You'll start with an empty canvas. You can change the dimensions to suit your needs (e.g. width of 360 pixels for mobile).
Add new widgets to the canvas and click edit to configure them. At a high level, there are four types of widget:
Text, Image and Embed widgets for captions, explanations and external content
Table widgets to display raw data
Chart widgets to visualize the relationship between columns in your data (typically with aggregations)
Controls to enable viewers to change the date range
For most widgets, you need to choose the source data ("Table") you want to use. For charts, you'll need to configure at least one dimension and metric:
Dimensions describe or categorize your data e.g. Product ID, Device, Date
Metrics measure your dimensions, and is the result of an aggregation e.g. total sales, average session duration
You can pre-filter the data and sort the results, and you can preview the widget before saving. We've written a guide for every widget if you run into any issues.
💡 You don't have to use the same data source for each widget.
On the Report canvas, you can resize the widgets and move them around. The widgets automatically snap to a grid, to make it easier to place them neatly. You can add multiple pages, re-order and re-name them, and move widgets between them.
Finally, you have the option to style your Report under Theme & Layout. Give it a personal touch with your own color palette, background color and font family.
Anyone on your team can view a Report. Use the "Preview" mode to view the widgets with all editor controls disabled.
You can share a public (but unguessable) link to your Report. The link will be viewable by anyone who has it. You can un-share at anytime.
You also have the option to password protect your Reports, and add custom domains.
You can save different versions of your Report and go restore those explicitly saved versions as well as any other timepoint of your Report.
If you've used another Report builder or Business Intelligence tool, our Report builder will feel intuitive. You get a freeform, configurable canvas and a variety of widgets to display results from your data.
🏗 How to Building a Report
You'll start with an empty canvas. You can change the dimensions to suit your needs (e.g. width of 360 pixels for mobile).
Add new widgets to the canvas and click edit to configure them. At a high level, there are four types of widget:
Text, Image and Embed widgets for captions, explanations and external content
Table widgets to display raw data
Chart widgets to visualize the relationship between columns in your data (typically with aggregations)
Controls to enable viewers to change the date range
For most widgets, you need to choose the source data ("Table") you want to use. For charts, you'll need to configure at least one dimension and metric:
Dimensions describe or categorize your data e.g. Product ID, Device, Date
Metrics measure your dimensions, and is the result of an aggregation e.g. total sales, average session duration
You can pre-filter the data and sort the results, and you can preview the widget before saving. We've written a guide for every widget if you run into any issues.
💡 You don't have to use the same data source for each widget.
On the Report canvas, you can resize the widgets and move them around. The widgets automatically snap to a grid, to make it easier to place them neatly. You can add multiple pages, re-order and re-name them, and move widgets between them.
Finally, you have the option to style your Report under Theme & Layout. Give it a personal touch with your own color palette, background color and font family.
🙌 Sharing Your Report
Anyone on your team can view a Report. Use the "Preview" mode to view the widgets with all editor controls disabled.
You can share a public (but unguessable) link to your Report. The link will be viewable by anyone who has it. You can un-share at anytime.
You also have the option to password protect your Reports, and add custom domains.
⌛ Go back in time to older versions of your Reports (in Beta)
You can save different versions of your Report and go restore those explicitly saved versions as well as any other timepoint of your Report.
Updated on: 05/10/2024
Thank you!