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How to Add a New Report

Creating a new report in Flowtrail AI involves several steps to ensure your data is accurately visualized and analysed.

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Step 1: Navigate to the Report Screen

Start by accessing the report screen within your Flowtrail AI dashboard. This can typically be found in the main navigation menu or dashboard interface.

Step 2: Create a New Report

Once you're on the report screen, locate and click on the "Create New Report" option.

Step 3: Select a Dataset and Fetch Data

Select the dataset you want to use for the report. Choose the appropriate dataset from the available options. Once selected, click on the "Fetch Data" button to load the desired dataset into the report.

Step 4: Add Columns

To define the structure of your report, add the necessary columns. Click on the "Add New Column" section to add columns. Then, click on the edit icon (usually represented by a pencil icon) to specify the column title. Choose the datasource field from which the column data will be derived.

Step 5: Customize the Table View

Once you've added columns, the default table structure will be displayed. You can further customize this view by editing, modifying, or adding new columns as needed. This allows you to tailor the report to your specific data analysis requirements.

Step 6: Configure Charts

In the chart section of the report creation interface, you'll configure various properties to visualize your data insights effectively. Start by defining basic properties such as the chart title, size, direction, and alignment. Next, specify the primary and secondary axes by providing axis IDs, labels, and selecting fields from the dataset.

Step 7: View Insights in Different Charts

Flowtrail AI offers a variety of chart types to visualize your data insights. Experiment with different chart types such as bar charts, line charts, pie charts, etc. Each chart type can be further configured to meet specific visualization needs.

Create templates

Optionally, you can create templates for your report designs. Use HTML to design your template, preview it, and configure its title and size. Templates offer a consistent design structure for your reports and can be reused across multiple projects.

Step 8: Save the report.

Once you're satisfied with your report configuration, click the "Save" button to save your changes. Provide a descriptive name and optional description for the report. You can also organize your reports by creating folders and saving them in specific locations for easier management.

Note: Experiment with different chart types and configurations to find the most effective visualization for your data insights. Save your reports for future reference and analysis.

Datasource Connection

Datasets

Reports