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1.1 Create Your First Report

In order to create your first Report, you need to create a Report type, Page type, Theme and a Template . We will go trough this process step by step.

Creating Report types

  1. On the left side navigational menu, under "Workspace Configuration" sectiob, select "Report types".
  2. Click on the "Add new report type" button.
  3. Fill the form (name, description and code; you cannot fill out default report section until you have a report created) and click on the confirm button.

Creating Page types

  1. On the left side navigational menu, under "Workspace Configuration" section, select "Page types".
  2. Click on the "Add new page type" button.
  3. Fill the form (name and description) and click on the confirm button.

Creating Themes

  1. On the left side navigational menu, under "Reporting" section, click on the "Themes".
  2. Click on the "Create Theme" button to create a new theme.
  3. Customize the theme by adjusting various settings such as font sizes, colors, tables, charts and more.
  4. Save your changes and apply the theme to your reports and templates.

Creating Templates

Please note that you will be asked for the theme to be applied to your template.

  1. On the left side navigational menu, under "Reporting" section, click on the "Templates".
  2. Click on the "Add new template" button.
  3. Fill the form and click on the confirm button.
  4. Click on the name of the "template".
  5. On the left side under "Pages" tab, you will see your already created page type(s). Click on the switch of the page type to enable it for this exact template.

Creating Reports

At this point we can create our first Report.

  1. On the left side navigational menu, under "Reportin" section, click on the "Reports".
  2. Click on the "Add new report" button.
  3. You will be asked to provide a name, report type, report template and theme(optional) for your report.
  4. After filling the form, click on the confirm button.

Setting up Reports

  1. Click on the "New page" on the left side and choose one of the available pages.
  2. Your first Report with your page type, template, theme and report type is all set up and ready for use.

Using Reports

  1. You can start by dragging and dropping components into the page.