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Editor: The Basics
Editor: The Basics

The Editor explained

Kseniya Verenich avatar
Written by Kseniya Verenich
Updated over a month ago

The editor introduces an intuitive and unified experience to create, style and share reports of your data.

As you create new reports with single or multiple slides, you will discover the flexibility you need to not only generate your visualizations, but create presentations that tell your data's story in a way that is customized to your company and audience.

To access the View Editor, click the pencil icon on a report from the home page. Users must have the Builder role to access the editor.

This will take you to the editor:

The Basics:

  • All of your creation activities happen inside of the editor.

  • The key features which allow you to create customized reports including: single and multi-slide options, chart library, lists library, text, shape and image elements, palettes, slide formatting and filters.

  • Organize reports within the editor by changing the title, adding a description, manage its collections or apply tags for better discovery.

  • Filters can be applied to all slides, a single slide or even a single chart.

  • The frequency of data refreshing can be configured from the editor.

Using Editor:

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