If you're logged in as an editor (or a user with editing rights), you're able to create and edit reports.
To add a new report, select + Create New from the home page.
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Select + Create New to add a new report
After selecting + Create New, you'll be asked to select the starting point for building your report. You can start with a pre-designed report from the Charts, Examples, or Templates categories, or select Start Blank to build an report from scratch:
- Charts. Selections in the Charts category are reports with one or two charts focused on a particular chart type. This is a great place to start if you know you want a particular chart type in your report, but aren't sure about what other charts or text you might want to add. The charts are placeholder charts. Just load your data and configure the placeholder charts to quickly create a complete report.
- Examples. Selections in the Examples category are finished reports, with data loaded and charts configured using that data. Examples are great to add to your workspace and use as reference or inspiration.
- Templates. Selections in the Templates category are fully styled reports using combinations of charts best suited for a particular task. The available templates are: Dashboard, Report, Presentation, Survey, and Infographic. The charts are placeholder charts. Just load your data and configure the placeholder charts to quickly create a complete report.
- Start Blank. Select Start Blank if you want to start with a blank slate.
After selecting your starting point, the report creation wizard will walk you through creating your report. You'll provide a title, description, color theme, and font, and then select Create Report to create your report. (Alternatively, you can select Skip Setup to create your report with default settings.)
Once your report is created, you'll be taken to the draft version of the report. You're now ready to edit the report to add your data table and design your story.
You make changes to a draft version of the report (the draft report) using an in-browser interface called the editing panel. Only users with editing rights can access the editing panel.
{% hint style="info" %} While changes made in the editing panel are immediately reflected in the draft report, viewers cannot see the changes until they are shared. {% endhint %}
To access the editing panel from the home page, select Edit on the report.
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Accessing the editing panel from the home page
To access the editing panel from a published report, hit your Esc key.
Changes to a report are made to a draft version of the report. If you see the editing panel, you know you are in the draft report. The editing panel is located on the left side of the draft report. Changes made and saved in the editing panel are immediately reflected in the draft report.
{% hint style="info" %} Changes made in the editing panel are immediately reflected in the draft report, but viewers cannot see the changes until they are shared. Learn more about how to manage report changes. {% endhint %}
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Parts of a draft report
You design your report using the editing panel. You add data to your report from the data drawer. You share your report (or report changes) by clicking the Sharing button.
To duplicate a report, click the Duplicate Report button at the top of the editing panel. (Alternatively, you can click the Duplicate Report button from report Settings menu or from the home page.) Next, give your new report a title and select Duplicate. Once the new report is created it will open as a draft version, ready for you to edit and share.
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Duplicate a report
To delete a report, open Settings & Themes and click the Delete Report button. (Alternatively, you can click the Delete Report button from the report Settings menu or from the home page.) Then confirm that you want to delete the report.
{% hint style="danger" %} Deleting a report cannot be undone. {% endhint %}
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Delete a report