Create reports to study your data as smartly as Einstein!



First things first: you can switch between the dashboards and reports page with the button highlighted below. Once done, you can view all your reports under the report tab.

Now, how do you create a fresh report?

Click on the 'Create Report' button to create a new report

Create a report

- Select your source worksheet/report for the data which you want to build a report on and click on 'Configure'

Configure data

The first step is to configure the columns you want in your report -

Add/remove columns: In case you don't want some columns in your report, add or remove them by clicking the “check box” on the column names.

Change column positions: It's pretty easy to drag and drop columns by clicking on the greyed column name and dragging it to the position of your choice.

Aggregating columns: You can even set the aggregate of some/all columns by placing your value on the aggregate button. Different aggregates can be chosen for different column types (text, number or decimal, date).

Choose your Columns

Filtering reports- Many times reports have a lot of data with different requirements for different people. Add filters to view what's important. Know more about filtering reports here.

Coming to doing more with your report, here is some fun stuff:

- It's possible to form a union of two and more reports by configuring the greyed cards below it. On clicking the union icon (see image below) between any two configured cards, you'll be presented with a list of your chosen columns, which can be aggregated to have a unionized report.

Union

- Multiple types of joins are possible- although make sure to configure the card on the right side before setting up a join. Apply the steps outlined above to configure any new card followed by the one below to create a join.

Join

There are many other features that can be used to make reporting features simple and intuitive. To know more about them, visit this article.
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