How to build a report without code
Switch to Edit, add a suggested chart or press + Visual and choose the fields, change the chart type, and publish. Narrated, 1 minute 38 seconds.
The steps
- 1Switch the report to Edit. Nothing moves; the tools appear. No toggle? Ask a workspace admin for Editor access.
- 2Way 1: suggested charts, ranked from your own columns. Click one and it is added, already built.
- 3Way 2: ask the assistant for it, such as "show revenue by month", or let Auto Report draft the whole page.
- 4Way 3: press + Visual, choose the shape, then choose which fields go where.
- 5Change the chart type on the Chart tab without rebuilding. There are 72+ to choose from.
- 6Every setting lives in four tabs: Data, Chart, Format and Block.
- 7Your work saves as you go. Publish when it is ready; until then only the workspace can open it.
Try it on your own data
Connect a datasource and ask your first question. Your first report is free, with no card and no deadline.