Creating and Editing Reports
Last updated
Was this helpful?
Last updated
Was this helpful?
If you're logged in as , you're able to create and edit reports.
To add a new report, select + Create New from the home page.
After selecting + Create New, you'll be asked to select the starting point for building your report. You can start with a pre-designed report from the Examples or select Start with a blank report to build an report from scratch:
Examples. Selections in the Examples category are finished reports, with data loaded and charts configured using that data. Examples are great to add to your workspace and use as reference or inspiration.
Start with a blank report. Select Start Blank if you want to start with a blank slate.
After selecting your starting point, the report creation wizard will walk you through creating your report. You'll provide a title, description, color theme, and font, and then select Create Report to create your report. (Alternatively, you can select Skip Setup to create your report with default settings.)
To access the editing panel from the home page, select Edit on the report.
To access the editing panel from a published report, hit your Esc key.
Changes to a report are made to a draft version of the report. If you see the editing panel, you know you are in the draft report. The editing panel is located on the left side of the draft report. Changes made and saved in the editing panel are immediately reflected in the draft report.
To duplicate a report, click the Duplicate Report button at the top of the editing panel. (Alternatively, you can click the Duplicate Report button from report Settings menu or from the home page.) Next, give your new report a title and select Duplicate. Once the new report is created it will open as a draft version, ready for you to edit and share.
To delete a report, open Settings & Themes and click the Delete Report button. (Alternatively, you can click the Delete Report button from the report Settings menu or from the home page.) Then confirm that you want to delete the report.
Deleting a report cannot be undone.
Once your report is created, you'll be taken to the draft version of the report. You're now ready to edit the report to and .
You make changes to a draft version of the report (the draft report) using an in-browser interface called the editing panel. Only can access the editing panel.
While changes made in the editing panel are immediately reflected in the draft report, viewers cannot see the changes until they are .
Changes made in the editing panel are immediately reflected in the draft report, but viewers cannot see the changes until they are . Learn more about .
You your report using the editing panel. You add to your report from the data drawer. You your report (or report changes) by clicking the Sharing button.
