Quick Start: Build Your First Report

A report is the core of Easy Insight: a table, chart, map, pivot table or other visualization built from the fields on your data source. This guide builds one from scratch.

1. From Home, select your Connection Page, then click + Create, then Create Report to open the Report Editor.
2. Click Choose Field to add fields to your report. Drag to reorder columns.
3. Change the Report Type to desired format.
4. Click the blue Create Filters button (top left) to add filters.
5. Click the orange Save button.
6. Click View on the top menu to view the report.
7. Click ← Back to Reports.
8. Click Edit beside the report name to edit the report, or View to view it.

• Quick Start: Build and Share Your First Dashboard
• Report Basics covers the report editor in depth.
• Filter Basics shows how to limit a report to the data you want.
• Report Types lists every format.