📝 Overview

Learn how to get the most out of the new reporting dashboards and workbooks. This guide walks you through finding your way around, filtering and transforming your data, viewing underlying numbers, saving custom views, and exporting or scheduling reports.

You don’t need to learn everything at once. Skim the sections that match what you’re trying to do, and come back to the others as you get comfortable.

💡 Tip: If you ever get lost or want to undo a change, refresh the page to return to the default view.

📍 Getting Around the Reports

Learn the basic parts of a report so you know where to look for each tool.

Click the arrow to learn more about the basics of reporting

To access reports, click Reports in the left-hand navigation menu and make sure you are on Insights.

Key terms

Workbook: A report made up of one or more pages.
Page tabs: The tabs at the bottom of a workbook that switch between its pages.
Element: Any single table, pivot table, or chart inside a workbook.
Document: A saved version of a workbook with your own filters and settings.

Quick navigation tips

Hover over a data point to see its exact value.
Hover over a chart or table to reveal the More Options (...) menu in the top right.
Click Maximize Element in that menu to focus on one element and see its underlying data.

💡 If the table seems stuck when you scroll, move your cursor off of it and scroll the main page again.

🔍 Filtering & Sorting Your Data

Learn how to narrow your results so you see only the information you need.

Click the arrow to learn more about how to filter and sort your data

Hover over a chart or table to reveal the Filter option in the top right.

Filter types

Date: Shows only values within a date range you choose.
Include/Exclude: Lets you select or remove specific values from a list.
Text match: Finds values that contain, start with, or end with your text, or that don’t match it.
Boolean: Filters for True, False, or Null values.
Range: Shows values between a minimum and maximum number.
Top N: Shows only the top rows based on your criteria, useful for seeing your best performers.

🧠 To see your top ten services by revenue over the last 30 days, add a Date filter for the last 30 days, then add a Top N filter set to 10.

Filtering actions

Edit a filter: Hover over a chart and click the filter button in its toolbar. A number next to the button shows how many filters are applied.
Add more conditions: While editing a filter, click the Plus (+) option. To remove one, click the Minus (-) option.
Turn off a filter: Click the filter to disable it, or use the More Options (...) menu to delete it.
Clear all filters at once: On a workbook tab, hover over the filter menu at the top and click the x.

Sorting

To sort, choose the More Options (...) menu, and then select sort. Choose ascending or descending, or select Custom Sort where available.

🛠️ Transforming Your Data

Learn how to reshape your data in the workbook. If you’re familiar with spreadsheets, many of these actions will feel familiar.

Click the arrow to learn more on how to transform your data

Working with columns

Data is managed by column, not by individual cell, so changes apply to every row in that column.
Open a column’s dropdown menu to sort, filter, add, rename, duplicate, hide, freeze, or delete it.
Select multiple columns by holding Shift while clicking a range, or holding Command ⌘ to pick individual columns.
Drag and drop column headers to rearrange them.

Grouping and subtotals

A grouping combines rows that share the same value in one column. For example, you can group transactions by location and see a count for each.
To add subtotals, hover over the grouping column, click its caret (▼), and select Show Totals.
Use the Plus (+) and Minus (-) buttons on the grouping column to expand or collapse groups.

Other transformation tools

Truncate date: Groups date fields by year, quarter, month, day, hour, minute, or second.
Transform: Changes how a data field is displayed.
Conditional formatting: Changes a cell’s appearance when it meets a condition you set.

⚠️ If something looks wrong after a change, use the undo button at the top of the element or refresh the page.

📊 Viewing Underlying Data

Learn how to see the numbers behind any chart or graph.

Click here to learn more on how to view underlying data

Open the underlying data

Hover over the chart or table you want to explore.
Click the Underlying Data button

The underlying data table appears below the chart. You can filter, sort, or transform it just like any other table.

You can also right-click a single data point, such as one bar or one month, and select Show Underlying Data.

Export underlying data

Hover over the chart to reveal the More Options (...) menu, or right-click the chart.
Select Export and then choose Underlying Data.
Choose CSV or Excel. The file downloads to your device.

Hide the underlying data

Click Hide in the workbook toolbar, or select Minimize Element to return to the main dashboard.

🔖 Saving & Managing Your Views

Learn how to save your filtered views so you can return to them later.

Click here to learn how to save and manage your views

Save a view

Set up the filters, sorts, or changes you want. Make sure you have the report maximized.
Click the red Save As button.
Give your view a clear name, such as “Last 6 months, Revenue.” Optionally, click Create Folder to organize your views.
Click Save.

🧠 If you often review six months of data, name the view “Data for last 6 months” so you can find it easily when you add updated versions later.

Open a saved view

Open the workbook menu. It is the folder icon below the graphs.
Click Your Documents. and then select the name of the view.

💡 To keep a view handy, hover over its name and click the Star icon to favorite it.

Edit, rename, move, or delete a saved view

Edit: Open the view, click Edit in the bottom right corner under the graphs, make your changes, and click Publish. The Publish button stays inactive until you make a change.
Rename or move: Open the view from the workbook menu, then choose Rename or Move in the menu actions.
Delete: Open the view from the workbook menu, choose Delete, and confirm.
Return to the default view: Refresh the page, or open the workbook menu and select the link at the top, such as Back to the report name.

⚠️ Saved views are visible only to your account. You can’t currently share them across user logins.

💡 You can also add pages to a saved view using the Plus (+) option on the page tabs. Hide, unhide, rename, or delete pages from the same menu. If you’re new to this, start with filters and transformations before building new pages from scratch.

📆 Exporting & Scheduling Reports

Learn how to download, email, and schedule your reports.

Click here to learn more about exporting and scheduling reports

Export a single element

Hover over the chart or table to reveal the More Options (...) menu.
Choose the file type you want, such as Excel, CSV, or PDF.

Export an entire page

Find the page tabs at the bottom of the report.
Click the caret (▼) on the tab.
Choose PDF, in either portrait or landscape.

🧠 Export a full page as a PDF when you want to add charts to a presentation.

Send a report by email now

Open the workbook menu (folder icon, bottom left).
Click Send Now.
Enter email addresses in the To field, separated by commas. You can include up to 1,000 addresses.
Optionally, add a subject and message.
Choose attachments: the entire workbook, a specific page, or a single element.
Select a format: PDF, image, or Excel.
Click Send. To go back without sending, click Cancel.

⚠️ Email attachments have a 30MB size limit.

Schedule an emailed report

Scheduled emails send the latest published version of the workbook, unless you select a saved version from My Documents.

Click the caret (▼) on the workbook header.
Select Schedule Exports.
Click Add Schedule (or + New Schedule if you already have one).
Enter a Schedule Name and your email recipients.
Optionally, add a subject and message.
Choose your attachments and format.
Set the frequency under Repeat By: day or week, month, or custom. Then choose the days, time, and time zone.
Choose when to send under Send: always, only if there’s data, only if there’s no data, or only if a condition is met.
Optionally, click Test Condition to check your rule against current data.
Click Create Schedule.

🔔 CSV and Excel attachments export as raw data.

❓ Frequently Asked Questions

Find answers to common questions or additional details that may not be covered in the main instructions.