How-to 4 of 27

How to read and share a report

Filter a report, click a chart to narrow the page, refresh, keep a snapshot, export, share a link and schedule an email. Narrated, 1 minute 17 seconds.

The steps

  1. 1Headline numbers across the top, then the charts that explain them.
  2. 2Filters set the scope before you read: a region, a product, a date range.
  3. 3Click a bar or a slice and the rest of the page narrows to match. Click again to clear.
  4. 4Refresh pulls the latest figures. Snapshots keep the report as it stood on a date, to compare later.
  5. 5Export to PDF, CSV of the rows, or a Power BI project.
  6. 6Share a link with colleagues, have it emailed daily, weekly or monthly, or embed it in your own site.
  7. 7Everyone manages their own scheduled emails, so people can subscribe and unsubscribe themselves.

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.