Creating Reports

Overview

This guide provides step-by-step instructions to help you create, configure, and customize impactful reports in InsightsIQ. With examples and clear explanations, you'll be equipped to turn raw data into actionable insights.

Getting Started

Accessing Reports

1. Navigate to Reports Listing via navigation panel
2. Click +New Report button
3. Provide unique report name

Reports listing page showing available reports

Creating a new report with unique name

Empty report canvas ready for customization

Adding Visualizations

Example Charts

ASP Comparison Chart

1. Select Bar Chart type
2. Configure details:
   • Name: "ASP Comparison Across Brands"
   • Description: "Visualizing ASP for various brands"
   • Dataset: Select sales dataset

Configuring chart details and properties

Axis Configuration

• X-Axis: Brand field, adjust orientation
• Y-Axis: MSRP field, average aggregation

X-axis configuration options

Y-axis configuration options

Chart Settings

Axis Configuration

• Field selection
• Orientation options
• Label customization
• Visual properties

Detailed axis configuration options

Data Settings

• Aggregation methods
• Alias configuration
• Stacking options
• Color schemes

Data configuration and formatting options

Advanced Features

Filters

Configure data filters:

• Operations
• Field selection
• Value criteria
• Multiple filter combinations

Filter configuration interface

Legend and Tooltip

• Legend visibility
• Position options
• Tooltip configuration
• Information display

Legend and tooltip configuration options

Visual Styling

• Card appearance
• Title formatting
• Grid options
• Color schemes

Visual styling and formatting options

Saving and Management

Save Options

• Auto-save functionality
• Manual save option
• Version control

Saving and version control options

Business Value

• Enhanced decision-making through visualization
• Improved team collaboration
• Time-efficient analysis
• Dynamic data exploration