Reports

Reports let you stitch multiple Insights together into a single, share‑ready dashboard. Use them to keep a permanent pulse on KPIs, ship stakeholder scorecards, or monitor product health without rebuilding queries every time.

1. Reports Home

Element	What you can do
Report List (centre panel)	See every report you have access to. Click a row to open the report.
Search & Filters	Quickly find a report by name or filter by group.
Groups Panel (right)	Drag‑and‑drop reports into Groups (e.g. Marketing, Eng KPIs) to keep things organised.
Create Report (top‑right button)	Spin up a blank report and start adding insights.
Archive	Drag a report into the Archived group (or choose Archive from the ▸ menu) to hide old dashboards without deleting them. You can restore archived reports at any time.

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2. Inside a Report

A Report is a canvas of Insight cards—each card renders the latest results of its underlying query.

UI Area	Key actions
Toolbar (top‑right)	• Edit layout – toggles drag/resize mode  • Report settings – rename, set default date range, manage sharing.
Insight Cards	Each card has its own ⋮ menu:  – Configure Variables – change any variables exposed by the Insight (e.g. timezone, segment ID).  – Override Date Range – temporarily re‑run that Insight for a different period.  – Add Comment – leave context or call‑outs; comments are versioned so the team can discuss changes.  – Resize / Move – when layout mode is on, drag corners to adjust width‑×‑height or drag the card around.
Add Insight (+)	Search or browse your saved Insights and drop them onto the canvas. A copy is embedded—editing the original Insight updates the Report automatically.

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3. Working With Variables & Overrides

Many Insights are parameterised (e.g. {{country}}, {{plan}}). When such an Insight is placed in a Report:

1. The card shows a Variables pill.

2. Click it to open a side panel where you set values for this report only (other reports keep their own values).

3. Hit Apply to re‑run just that card.

Similarly, a Date Override lets you force a different range (say, “Last 90 days”) without touching the underlying Insight.

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4. Layout & Presentation

• Grid System: Cards snap to a 12‑column grid. Heights are measured in row units; widths in columns.

• Responsive: On small screens cards stack vertically. Wide cards (≥ 8 cols) scale down to full‑width rows.

• Drag‑to‑Resize: With Edit layout on, grab the card’s bottom‑right corner to resize; drag the card header to move it.

• Auto‑Guides: Alignment guides appear so you can line cards up neatly.

• Save & Publish: Click Publish once the layout looks right—viewers will see the new arrangement immediately.

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5. Best Practices

1. One Theme per Report – e.g. “Product Activation Overview” vs “System Monitoring.”

2. Keep It Lightweight – Five to eight cards load quickly and tell a clear story.

3. Use Variables – rather than duplicating Insights for every segment, expose variables like Country and set them per report.

4. Add Commentary – call out anomalies or next steps so stakeholders know what matters.

5. Archive, Don’t Delete – old dashboards are useful references; move them to Archived instead.

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6. Quick Start Checklist

1. Create Report → give it a name.

2. Add Insight (+): pick saved Insights to include.

3. Tweak card variables / date overrides as needed.

4. Arrange layout (drag/resize) → Save Changes.

5. Share link.

6. Revisit anytime—cards auto‑refresh with the latest data, and you can adjust variables, comments, or layout on the fly.

That’s all you need to turn individual analyses into polished, living dashboards your team can use.