Report Configuration

  1. On Homepage click Create New to start building your dashboard
  2. The first step to create a report is to ensure the data required for reporting is selected at the very start. You can select from a list of exisiting datasets or upload a new file from your device.
  3. If you are using an existing dataset, select it from the list and click Next. If you have uploaded a file it will appear under Selected datasets
  4. Skip the User Info screen to proceed
  5. In the Explore tab scroll down and click Create custom report
  6. Choose the uploaded file from the Selected Data dropdown list on the left
  7. In Editor Mode with the data selected you are all set to begin configuring the insights within the report

Additional Sections