Everything you need to know to build your first Report!

Table of Contents

    Did you ever wonder how to create beautiful reporting documents, that can be printed out on multiple pages or shared in PDF format? Search no more, because this is what our new visualization module Reports will enable you to do!

    What are Data Reports?

    Data Reports are multi-paged documents meant to display information gathered from data analysis in a structured and organized format.

    The purpose of data reports is to communicate data-driven insights, trends, and patterns that are relevant to diverse stakeholders such as business decision-makers, or clients to make informed decisions.

    Some examples are:

    • Sales reports broken down by region, sales rep, product category
    • Financial end-of-quarter overviews broken down by region, company, currencies
    • Marketing end-of-month summaries broken down by customer, campaigns, goals

    With our Reporting module, these types of documents can be created to be automatically updated with every data refresh. The length of the document will also adapt to generate all the pages needed to display the available data.

    This example shows the front cover and first page of a Car Sales report, broken down by Country and Sales rep.

    report cover first page

    Every section of the report can be customized, designed, and made visible or not. That way, you can build a compelling narrative based on the data you want to display to communicate complex information in a convincing and easy-to-understand way.

    Data storytelling lets you convey the meaning and implications behind the data to engage and inspire your intended audience. Images, graphic elements, text, and formulas also allow for a highly customizable report design.

    How can Reports be shared?

    Once your reports are ready, there are different ways to share them.

    The most common sharing scenario for reports is via email. With schedules, publishing a report to a list of recipients is easy and quick. Setting up a specific day in the month or quarter for instance to run the schedule will deliver the report in PDF format and refresh the data feeding it just before that.

    report schedule

    Another way of sharing reports is by exporting them to PDF and then making it available in your own tool and platforms. Alternatively, PDFs can also be uploaded to your ClicData account in the Media explorer and have their own document LiveLink.

    In the future, Reports will also be made available directly through LiveLinks, like Dashboards, Datasets, and other objects.

    Where can I start?

    To build your first Report, head to the Visualization workspace in your ClicData account.

    report menu

    Reports can be organized in personal and team folders, in the same way as other objects in the platform do.

    Click on ‘Add New’ to create a Report. Give it a name and choose the dataset to be used in the report. Any type of data can be used: source data, data flow output tables, views, merges, fusions, data form outputs, data templates, custom data, etc.

    Now you can start choosing the report section you wish to display. If you need any help building reports, please read our documentation section on the topic in the Help Center.

    Are you not seeing Reports in the main menu? Make sure the module is available under your current subscription plan.

    For any questions regarding your plan, please reach out to sales@clicdata.com. For technical questions, head over to our Help Center or reach out to support@clicdata.com

    Happy Reporting!

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