Reports

Create and manage reports by combining multiple insights in the Polyteia Platform.

With the Report module you can combine multiple insights into a single, shareable document. It is useful for compiling dashboards, preparing presentations, or summarizing key data points for stakeholders.

What reports are for

With Reports you can:

• combine multiple insights and text into one view;

• create written interpretations next to your visualizations, including maps;

• present findings across multiple topics or datasets;

• share structured reports directly from the platform.

Reports can include titles, sections, commentary, and insights.

How it works

Reports are structured like modular documents. You can:

• add text blocks with full styling (bold, italic, lists, links, etc.);

• insert insights and tables from your saved insights;

• arrange content in columns through a flexible layout;

• drag and drop blocks to reorder your report.

Creating a new report

To get started:

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 insert text, insight, or columns;

   • Inside columns, you can add other blocks (e.g. place an insight next to commentary).

There's no limit to the number of blocks or sections. You can always move, remove, or duplicate them.

Saving and sharing

You can:

• Save reports to come back later and update them.

• Share links with other users in your organization.

Only report creators (owners) and report editors can make changes. Viewers can only view the report. See Notes on permissions for more details.