How-To Guide

Row and column fields are the foundation of your report. Picture them as your data’s organizational framework–the building blocks that make up your data’s structure and give you clarity and context.

For example, if you’re assessing sales performance based on representatives and regions, placing “Rep Name” in the row field and “Region” in the column field allows for a clear and structured presentation of your data.

Value fields act as the storytellers of your data, breathing life into the numbers and revealing the true narrative. In our example, you’d use a value field to display the total sum of sales for each rep in each region.

This is where the numbers take center stage and provide a clear snapshot of performance.

This way, you can easily optimize sales strategies, identify top-performing team members, and allocate resources strategically.

Now comes the fun part – making the report uniquely yours:

• Collapse the Sidebar: Toggle this button to clear the stage and focus on what matters most.
• Options Menu: This is your command center. You can share your report with others, embed it, view the raw data, change the data source, or even rename the report to something that resonates better.
• Filter Data: Let’s say you want to focus on a specific region or a particular time frame. Use filters to narrow down the data displayed, providing a concentrated view of what matters most.
• Sort Data: Organize your data like a pro. Sorting makes sure everything’s in order, so you can easily spot trends and insights.

And that’s it! Now you have the precise data you need, right at your fingertips.