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Report Workspace

The Report Workspace consists of two primary components to view and analyze data, organize worksheets, and manage various report features.

Content Area​

The Content Area is the central part of the report, where data appears as tables, charts, or other visualizations. Use it to add worksheets, design the presentation, and apply filters to refine your report. You can:

  • Customize a report: Add titles, views, and worksheets to personalize your report.
  • Apply filter: Refine the data displayed in the report using filter options.
  • Designing the presentation: Select and organize visual elements and layouts.

Toolbar​

The Toolbar panel on the right lets you configure elements of the report, such as saving, sharing, and refreshing data. You can:

  • Save your progress: Save changes to the current report or create a copy with different options and settings.
  • Share your report: Distribute the report with other users or groups.
  • Use a selection page: Choose specific filters or parameters to customize the data view.
  • Refresh data: Update the report to show the latest available data.
  • Preview mode: See how your report will appear to viewers.
  • Toggle sample mode: Enable or disable sample data for faster loading or demonstration.
  • Use the reporting tree: Organize and navigate between report structures.