Create reports

Learn how to create and structure reports.

With the Report module you can build structured documents that combine insights, numbers, and formatted text. You can use them to present analyses, build dashboards, or share summaries across teams. Each report is made of blocks - like in a Word document - so you can customize layout and content freely.

1

Navigation path

From a solution

1. Navigate to a solution.

2. Create a new report using one of the following options:

   • Click on the Create report button on the Overview tab.

   • Or click on + New report on the Reports tab.

3. In the solution overview, select the "Reports" tab.

4. Click the + New report button.

5. Enter a suitable name and description for the insight.

6. The insight editor will open from the right side.

7. Select the dataset you want to use as the basis for your insight.

From the insights overview

1. Click on "Reports" in the left navigation bar.

2. Click the + New report button.

3. Enter a suitable name and description for the report.

4. The report editor will open.

2

Add content blocks

Reports are structured using blocks that you can freely add, rearrange, or group inside columns. Click the + button in the editor to insert a block where your cursor is.

Here's a breakdown of all available block types:

Block type	Description	Block type	Description
Text	Rich text with full formatting (bold, lists, links, etc.)	Heading 1–3	Large section titles with styled hierarchy
Bulleted list	Bullet points for listing items	Numbered list	Step-by-step list with automatic numbering
Todo list	Checklist items with toggles	Toggle	Collapsible text block for optional detail
Quote	Highlighted citation or statement	Code	Monospaced block for code or raw values
Divider	Horizontal line to separate sections	Three columns	Layout block to add 2–3 side-by-side columns
Insight	Insert an insight	Link	Create a hyperlink inside a text block
Date	Static date display	Inline (coming)	Lightweight inline formatting inside text

3

Use columns for layout

To place content side by side - like an insight next to text - you can insert a columns block.

How to insert columns

1. Click the + button and choose Three columns.

2. A new layout block appears with empty slots,

3. Inside each column, you can add any block - like text, insights, or headings.

Adjust layout

When you hover over the columns block, a layout toolbar appears. It lets you quickly switch between different column arrangements (e.g. equal width, wider left, or three columns). Just click to apply the layout that works best.

To delete the entire column block, use the trash icon on the right of the toolbar.

Insert insights from insights library

When adding an insight block, you'll be prompted to select an existing insight from your workspace. After selecting the insight it will be added to the report.

Adding insights to reports will reference the existing insights. So any changes to the insight will also be present in the report in real time.

Save and manage your report

1. Click Save in the top right to store your report.

2. You can return and edit it at any time.

3. Only report owners and editors can edit the report.

4. Solution members can view the report and its contents.

Currently supported

Currently supported by this version of the Reports Module.

• block-based editing with drag-and-drop;

• fully styled text (headings, lists, links, etc.);

• adding insights from any solution you have access to;

• layout with columns and flexible structure.

Coming soon

Feature	Description
PDF export	Download the full report as a file
Pagination	Add multiple pages to your report to structure it
Filters	Add report and insight level filters to your report
Refined permissions	Sharing reports will become much easier
Version history	Changes can be undone once saved
Scheduling	Schedule automated report send out

Good to know

• Insights in reports are referenced. You can update the title and description of an insight block, but not the insight itself (e.g. visualisations, filters or metrics). To edit the insight you have to open the insight and make your changes there. All reports containing this insight will be updated.

• Reports are visible to all members of the solution. Only the report owner or editor can edit them. In order to see the insights, you need the permission to see the individual insight (owner or editor of the underlying datasets).

• There are no technical limits on block or insight counts, but keeping reports focused is recommended for clarity.