Save Multiple Views

Add and save multiple Views to build a comprehensive Report.

Prerequisites

• The report is created, and you are on the Design page/Design canvas.

• For file-based reports (CSV/Excel), ensure the Data Store has finished loading.

Steps to Save Multiple Views

1. Open the Design page

   • After creating the report, you are redirected to the Design page/Design canvas.

2. Create the first View

   • New UI: Use the Search bar to select Dimensions and Measures, then click GO (default chart: Mixed).

   • Old UI: Drag and drop (or double-click) Dimensions/Measures into the suggested areas (default chart: Grid).

3. Save the View

   • Click Save View.

   • Wait for the confirmation message.

   • The saved View appears on the final screen of the report.

4. Create an additional View

   • Adjust the field selections (add/remove Dimensions/Measures) or pick a different data slice.

   • (Optional) Change the chart type from the Chart tab.

   • Click GO (New UI) or place fields (Old UI) to generate the View.

5. Save the additional View

   • Click Save View and confirm the prompt.

   • Verify the second View appears alongside the first on the report screen.

6. Repeat to add more Views

   • Repeat steps 4–5 for each additional insight (e.g., KPIs, trend lines, category breakdowns).

7. (Optional) Customize each View

   • From Chart Properties, configure labels, axes, legends, sorting, formatting, and interactions as needed.

8. Review the final report screen

   • Ensure all saved Views are visible and reflect the intended Dimensions/Measures and chart types.

Notes & Tips:

• You can switch between New UI and Old UI at any time using Switch UI; saved Views remain intact.

• Use consistent naming in View titles/subtitles so business users can quickly interpret the page.

• Prefer a mix of summary KPIs and drillable visuals to provide both overview and detail.

• If a file-based report shows no visuals yet, wait until the Data Store finishes loading, then create/save Views.