Create an analysis report

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Create analysis reports by combining insight charts and adding your business commentary. This topic describes how to create a new report.

Prerequisites

An insight card has been added. For more information, see Add an insight card.

Background information

A report consists of charts from your data insight analysis. You can include multiple insight cards and add your own commentary.

Procedure

  1. Log on to the Data Resource Platform console.

  2. In the upper-left corner of the page, click the 1 icon and select Insight.

  3. In the top menu bar, select Analysis Report.

  4. On the Analysis Report page, click Create Report in the upper-right corner.

  5. In the Select Cards dialog box, select one or more insight cards and click OK.

  6. On the Create Report page, configure the report.

    1. In the Report Settings area on the right, select a Report Layout and a Report Theme.

    2. Double-click the report title to change the report name.

    3. Drag the cards to change their order and edit the text on them.

    4. Click Add Card in the lower-left corner to add more cards to the report.

  7. After you finish the configuration, click Save in the upper-right corner.

    The report is saved. Click the image icon to open the sharing page. You can then copy the link to share the report.