Create a New Report with an Existing Data Store

Learn how to create a report by selecting from previously created or shared data stores. This option is recommended when the dataset has already been prepared and validated.

Steps to Create a Report

1. Navigate to the Create Report page:

   • Open the Report module, or

   • Use the Create New Report option from the homepage.

2. Provide report details:

   • Report Name – Enter a unique name.

   • Description – Add an optional description for context.

3. Select Existing Data Store as the data source option.

4. From the Select Data Store list:

   • Review the available data stores.

   • Select a data store using the checkbox next to its name.

5. Click Create Report.

6. You are redirected to the Designing Canvas to begin creating a View.

Designing the Report View

• The Designing Canvas offers a wide variety of charts, including KPIs and Data Grids, for designing data visualizations.

• Use the Switch UI icon to toggle between different design interfaces depending on preference.

Notes:

• Reports created with existing data stores inherit all schema, transformations, and access permissions defined for that data store.

• If no suitable data store is available, consider creating one using a CSV/Excel upload or a Data Sandbox workflow.