Tab

The Tab UI helps to add more details in tabular format to a Report.

The Tab UI allows users to organize Views within a Report by grouping them across multiple tabs. This provides a cleaner structure and makes it easier to navigate and analyze different datasets or perspectives within the same Report.

Note:

• A tab is created automatically when the first View is saved to a Report.

• Users can create up to 5 tabs in a single Report.

Creating Tabs

1. Default Tab Creation

   • When the first View is created and saved, Tab 1 is automatically added to the Report.

   • By default, new Views will be saved under Tab 1.

2. Adding a New Tab

   • Click the Add () icon on the Report screen.

   • A new tab is created.

   • Provide a name for the new tab.

   • Click the Checkmark () icon to save the tab name.

   • The new tab is now available alongside existing ones.

Creating Views in Tabs

• Select the desired tab by clicking on it.

• Click the Create View option.

• The user is redirected to the Design Workspace to build a new View.

• Once saved, the View is added to the selected tab.

Note: The same steps used for creating Views in the default tab apply to any newly created tab.

Removing Tabs

1. Select the tab you want to remove.

2. Click the Close () icon on the tab header.

3. A confirmation dialog box appears.

4. Click Yes to confirm removal.

5. The selected tab is removed from the Report.

Best Practices

• Use tabs to separate Views logically (e.g., Sales Data, Customer Insights, Operational Metrics).

• Keep tab names short and descriptive for easy navigation.

• Limit to 5 tabs per report to maintain clarity and usability.

• Confirm before removing a tab to avoid accidental deletion of organized Views.