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Designing a View

Begin designing your new report by creating a View on the Design page or Design canvas.

Once a report is created, the system automatically redirects the user to the Design page to begin building views.

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Note: For reports created from file uploads (CSV/Excel), the Designing View functionality becomes available only after data is successfully loaded into the associated Data Store.

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Switch UI Options

The Design page offers two interfaces:

  • Old UI – Drag-and-drop interface with a grid chart default.

  • New UI – Search-driven interface with mixed chart default.

You can switch between UIs using the Switch UI icon on the Design page.

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Designing a View (Old UI)

  1. Navigate to the Design page.

  2. Use the Switch UI icon to select Old UI.

  3. Choose Dimensions and Measures:

    • Drag and drop them into the suggested fields, OR

    • Double-click on a Dimension or Measure to add it.

  4. A View is instantly created using the Grid chart (default).

  5. Click the Save View icon.

    • A confirmation message appears.

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

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Designing a View (New UI)

  1. Navigate to the Design page.

    • By default, the New UI is active in the Switch UI icon.

  2. Use the Search bar at the top of the page:

    • Left-click inside the bar to list all available Dimensions and Measures.

    • Select the desired combination by clicking items.

    • Repeat selection for multiple Dimensions/Measures.

  3. The selected fields appear inside the Search bar.

  4. Click icon.

    • A View is instantly created using the Mixed chart (default).

  5. Click the Save View icon.

    • A confirmation message appears.

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

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Customizing the View

  • Use the Chart tab to change the default chart type (e.g., bar, line, pie, mixed).

  • Use the Chart Properties icon to configure chart-specific properties such as labels, axes, colors, and formatting.

  • Refer to the Design Canvas section of this document for a detailed breakdown of all available options.

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Notes:

  • Switching between Old UI and New UI does not affect existing saved views; it only changes how new views are created.

  • Always save a view after creation to persist it in the report.

  • The confirmation message ensures that the view has been successfully added.