Reports FAQ
Basic Report Setup
How do I start creating a report?
Click on the Create Report button on the Reports Listing screen and assign a unique name to your report.
How do I add a chart to a report?
Select the desired chart type from the side panel, configure its details (e.g., data fields, style), and then click Save in the right panel to add it to your report.
Chart Customization
Can I customize the appearance of my charts?
Yes, you can modify chart styles such as:
Font and font size
Colors
Grid appearance
Other visual preferences
Does the report automatically save my changes?
Yes, reports are auto-saved as you configure charts and controls, allowing for seamless and continuous updates.
Chart Types and Usage
What is a Line Chart best used for?
Line charts are ideal for visualizing trends over time, such as:
Sales trends
User traffic patterns
Performance metrics
Can I add multiple segments in a Donut or Pie Chart?
Yes, you can add multiple segments by configuring additional fields under Segment to display various categories within the chart.
Chart Configuration
How can I configure the X and Y Axes in my chart?
In the Charts tab, you can:
Select fields for each axis
Adjust axis orientation
Add custom labels
Customize axis colors
Set label angles
Configure grid styles
What is the Legend used for in my chart?
The Legend provides information about chart data and helps differentiate between multiple Y-axes, assisting viewers in understanding the chart's categories.
Data Filtering
Can I apply filters to my chart data?
Yes, in the Setup tab, you can apply filters to refine your data based on specific conditions and display only relevant information in the chart.
How can I add multiple Y-Axes to a chart?
In the Y-axis configuration, use the Add Y-axis option to compare different data series with varied scales within the same chart.
Controls
What is a Date Range control, and how does it work?
A Date Range control filters report data by a specific time period. You can select start and end dates to refine the dataset shown within that timeframe.
What is a Dropdown control, and how can it help with filtering?
A Dropdown control filters data by specific values within a column. You can choose one or more values from the dropdown list, applying the filter to all or selected charts in the report.
Can I choose specific values for the Dropdown, or must I include all?
You have the flexibility to include all or specific values from the selected field when setting up the dropdown control.
Range Slider
What is a Range Slider control, and when should I use it?
The Range Slider control filters data by a value range. It's useful for adjusting the dataset shown based on a minimum and maximum threshold, such as price ranges.
How do I set up a Range Slider control?
In Controls, select Range Slider, then:
Provide a title
Select a dataset and charts
Choose a field
Set the min and max range
Click Save to add the slider control
Can I apply a control to only specific charts within a report?
Yes, each control setup allows you to choose specific charts to apply the filter to, or you can apply it to all charts in the report.