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Create a Report

Follow this step-by-step guide to create your first report with pivot tables.

Before You Begin

Make sure you have at least one data source uploaded. If you haven't uploaded data yet, see Upload Data.

1

Navigate to Reports

From the dashboard, click Reports in the left sidebar, then click the + New Report button.

Tip: You can also create a report directly from a data source by clicking the ⋯ menu and selecting "Create Report".

2

Select a Data Source

Choose the data source you want to analyze. You'll see a preview of the available fields.

  • Search by name if you have many data sources
  • Hover over a data source to see field names and row count
  • Click to select, then click Continue
3

Name Your Report

Enter a descriptive name for your report. You can change this later.

Good naming examples:

  • Sales by Region - Q4 2024
  • Customer Segmentation Analysis
  • Product Performance YoY
4

Build Your Pivot Table

The report editor opens with an empty pivot table. Use the field list on the left to build your analysis.

Drop Zones

Rows

Fields that appear as row labels in your table. Drag dimension fields here (e.g., Product, Region, Date).

Columns

Fields that appear as column headers. Good for comparison views (e.g., Year, Category).

Values

Numeric fields to aggregate. Choose Sum, Count, Average, Min, Max, etc.

Filters

Limit the data shown without changing the pivot structure.

Dragging Fields

  1. Locate the Field List panel on the left side
  2. Find the field you want to use
  3. Click and drag it to the desired drop zone
  4. Release to add the field
  5. The pivot table updates automatically

Quick Example: Sales by Region

  1. Drag Region to Rows
  2. Drag Product Category to Columns
  3. Drag Sales Amount to Values
  4. The pivot table now shows sales by region and product category!
5

Customize the Aggregation

By default, numeric fields use Sum. To change the aggregation:

  1. Click on the field in the Values zone
  2. Select Aggregation from the dropdown
  3. Choose from: Sum, Count, Average, Min, Max, Count Unique, Median, etc.
AggregationUse Case
SumTotal sales, revenue, quantities
CountNumber of orders, transactions
AverageAverage order value, ratings
Min / MaxLowest/highest prices, dates
Count UniqueUnique customers, distinct products
MedianMiddle value (less affected by outliers)
6

Apply Filters

Filters let you focus on specific subsets of your data without changing the pivot structure.

Filter by Field Value

  1. Drag a field to the Filters zone
  2. Click the filter dropdown that appears
  3. Check/uncheck values to include or exclude
  4. Use the search box to find specific values

Filter by Value Range

For numeric fields in Values, you can filter by range:

  • Greater than / Less than
  • Between two values
  • Top N / Bottom N
7

Add a Chart (Optional)

Visualize your pivot table data with a chart.

  1. Click the + Add Chart button above the pivot table
  2. Select a chart type (bar, line, pie, etc.)
  3. The chart automatically uses your pivot table data
  4. Customize colors, labels, and other options in the chart settings

See Charts & Visualizations for details on all chart types and customization options.

8

Save Your Report

Your report auto-saves as you work. You can also:

  • Press ⌘ + S to save immediately
  • Click Save in the toolbar
  • Use Save As to create a copy with a new name

Tips for Better Reports

Start Simple

Begin with one row field and one value field. Add complexity gradually.

Use Meaningful Names

Rename reports and fields to make them self-explanatory.

Leverage Drill-Down

Click any cell to see the underlying detail data.

Create Multiple Views

Use "Save As" to create variations of the same report for different audiences.

What's Next?

← Previous: Reports OverviewNext: Pivot Tables →