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On this page you will learn how to create reports that help you understand your business data. We explain the different report types available and walk you through the step by step setup process. By the end, you’ll know how to choose the right visualization for your data and create reports that answer your business questions.

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Working with Reports

Learn how to create and organize reports on your dashboard:
Start creating a report in one of these ways:
  • Click + Add Report in the top right for a new report
  • Use ⋮ > Duplicate to copy an existing report
This will send you to the report configurator view explained below.
Select ⋮ > Edit to modify an existing report. This will send you to the report configurator view explained below.
You can delete reports by clicking ⋮ > Delete.
This action cannot be undone.
Move reports anywhere on your dashboard with drag and drop:
Resize reports by using the handle in the bottom right corner:
Share your reports in two formats:
  • Excel file: Click ⋮ > Export view as XLSX
  • Image: Click ⋮ > Export view as PNG

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Report Configurator

Follow these steps to select the right visualization, metrics, and filters for your data. A well-configured report will help you spot trends faster and make better decisions.
1

Set the report title

Enter a title or use the auto-generated one based on your selections. We recommend using a custom name when report filters are applied as this helps you keep track of what you are looking at.
2

Select the report type

Choose the best visualization for your data:
  • Mini chart / Line chart: See trends and changes over time
  • Bar chart / Pie chart: Compare values and show distributions
  • Table / List: See detailed data with sorting options
  • Text: Add headings and explanations
3

Set metrics and grouping

Pick what you want to measure and how to group it. Available options change based on your report type.
4

Configure filters

Narrow down your data with report level filters. These override dashboard filters, which you can see and reset with the X button. Learn more about filtering and drill-downs and automatic comparisons.
5

Preview

Check how your report looks before saving.
You can create reports on any device, but desktop gives you the best experience.

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Report Types

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Mini Chart

Use mini charts when you need a quick overview in a small space. They work best for:
  • Monitoring KPIs
  • Showing simple trends
  • Dashboard headers
  • Space-efficient overviews
Setup:
  1. Metric: Select what you want to track
Create a summary section at the top of your dashboard with mini charts for your most important metrics.

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Line Chart

Use line charts to spot trends and compare metrics over time. Perfect for:
  • Sales analysis
  • Growth tracking
  • Performance monitoring
  • Comparing multiple metrics
Setup:
  1. Metrics left y-axis: Pick metrics to show as solid lines
  2. Metrics right y-axis: Add more metrics as dashed lines (optional)
Metrics on the same axis must use the same unit (pieces, EUR, %, etc.). When mixing time granularities (e.g., hourly and daily), the chart uses the lower granularity.

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Bar Chart

Visualize a metric across time and category. Ideal for:
  • Product comparisons
  • Location performance
  • Time period analysis
  • Category breakdowns
Setup:
  1. Break down by: Pick how to group your data (location, item, etc.)
  2. Metric: Choose what to measure
You can only use metrics that add up meaningfully:
  • Works: Revenue by Location (amounts add up)
  • Doesn’t work: Return rate by Item (can’t add percentages)

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Pie Chart

Visualize proportions and distributions. Perfect for:
  • Market share analysis
  • Category distribution
  • Sales mix
  • Resource allocation
Setup:
  1. Break down by: Pick how to group your data (location, item, etc.)
  2. Metric: Choose what to measure
You can only use metrics that add up meaningfully:
  • Works: Revenue by Location (amounts add up)
  • Doesn’t work: Return rate by Item (can’t add percentages)

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Table

Tables give you the most detail and control:
  • Sort any row and column
  • Group data in expandable rows
  • Group data in pivot columns
Setup:
  1. + Add rows: Pick how to group your data by rows (location, item, etc.). You can sort by the chosen group or by any metric.
  2. + Add columns: Pick how to group your data by columns (location, item, etc.). You can sort by the chosen group or by any metric.
  3. + Add metrics: Choose what to measure
We recommend the List report type over the Table report type for mobile users as tables can be difficult to navigate on small screens.

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List

Show ranked or sorted items in a compact format that looks great on mobile as well:
  • Top performers
  • Priority items
  • Quick rankings
  • Status updates
Setup:
  1. Break down by: Pick how to group your data (location, item, etc.)
  2. Metric: Choose what to measure

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Text

Use text to organize your dashboard:
  • Section headers
  • Notes and explanations
  • Instructions
  • Important updates
Supported features:
  • H1 and H2 section headers
  • Bold, Italic, Underscored, Strikethrough formatting and Hyperlinks
  • Bulleted and numbered lists
  • Uploading images via drag and drop
  • Horizontal dividers
Add text between reports to explain what the numbers mean and guide users through your dashboard.