Quick Start – Power User

 

Steps For creating your first Reports or Charts.

1. Add a Data Source or upload a CSV file

  • On the top navigation menu, click on datasource -> add new datasources
  • On the top navigation menu, click on datasource -> CSV

2. Add a Department

  • On the top navigation menu, click on -> Departments -> Add a new Department.
  • Give your Department a name. For example, Sales Reports, Marketing Dashboard, etc..

3. Add a Report Folder

  • On the sidebar navigation menu, click on -> parent Department (created in step 2 above) -> add new folder.
  • Give your report a name (e.g. “December Sales Funnel”)

4. Create a  Dashboard – click on New Report.

  • You will be taken to the Dashboard screen.
  • Click on Add and the Report Wizard will open.

5. Click on add report elements

  • Give your report a name
  • Select report type
  • Select Data Source
  • Select Table
  • Add Relation (If you want to join 2 or more tables)
  • Drag columns into drop area
  • Preview Query button will display the underlying SQL Query
  • Preview button will show output of your result
  • You can change report types and drag columns and preview as many reports and charts as you wish to.

6. Click on Save