*Reports

Create and manage reports in the Polyteia Platform.

The Reports function allows different insights to be combined into an easily shareable document and supplemented with explanatory text. The report function is suitable for creating dashboards, fulfilling reporting obligations, and as a flexible ad-hoc summary of important data points for decision-makers.

Using reports

With the report function you can:

• combine multiple insights in one view

• create written context to your visualizations, including maps

• answer questions across multiple topics or datasets

• share structured reports with other users

Reports can contain titles, sections, comments, and insights.

Structuring reports

Reports are structured like a Word document. You can:

• add text blocks with formatting (bold, italic, lists, links, etc.)

• insert charts and tables via your saved insights

• arrange content in columns using a flexible layout

• rearrange blocks via drag & drop

Creating reports

1. Go to Home → Workspace → Solution → Reports

2. Click Create new report

3. Set a title and description (optional)

4. Start adding blocks:

   • Use the + button to add text, insight, or columns

   • Within columns you can add other blocks (e.g. place an insight next to comments)

There is no limit to the number of blocks or sections. You can move, remove, or duplicate them at any time.

Here's the detailed guide: Create report.

Saving and sharing reports

You can:

• save reports to continue working on them later

• share reports with other users in your organization via links

Only report creators (owners) and report editors can make changes. Viewers can only view the report.

For more details, see Notes on Permissions.