LogoLogo
HomeDocumentation
  • 🐳Using Whaly Guides
  • Core concepts
    • 📚Getting started
      • Data stack architecture
      • Consumers vs Builders
      • Data layers in Whaly
      • License Mapping
    • 🪄Data modeling
      • Understanding data models
      • Designing data models
      • Common modeling patterns
        • Event schema
      • Maintaining data models
      • Data models best practices
    • 🖌️Explorations
      • Understanding Explorations
      • Designing Explorations
      • Maintaining Explorations
      • Mistakes to avoid
  • Training
    • 👁️For viewers
    • 👩‍💻For editors
    • 🧙For builders
      • Setting up the training material
      • Creating a chart
      • Using and editing explorations
      • Filtering a dashboard
      • Creating explorations and models
  • Inspiration
    • 🗒️Use cases
      • Billing / Invoicing
      • Customer success
      • Fundraising
      • Marketing
      • Partnerships
      • Product
      • Sales
      • Strategy
    • 💬Communication
    • 💡Tips
  • Recipes
    • 🤝Customer care
      • How to build a 360° customer dashboard
    • 🏦Finance
      • Modeling your recurring revenue
        • SQL for simplified MRR calculation
        • SQL for advanced MRR calculation
    • 📣Marketing
      • Track your entire Marketing Funnel
      • Calculate your Customer Acquisition Cost
      • Create a partner dashboard
    • 💼Sales
      • Analyze the impact of your Sales velocity on your closing rate
      • Create a sales performance dashboard
      • Build a target oriented sales dashboard
  • Misc
    • 🧐SQL Fanout
    • 📦Backup your data using BigQuery
    • ☁️Embedding reports in Salesforce
    • 👨‍💻Useful SQL operations
      • Flattening categories
Powered by GitBook
On this page
  • Creating reports
  • Adding charts to a report
  • Adding text to a report
  • Adding filters on a report
  • Creating questions
  • Sharing your work
  • To go further
  1. Training

For editors

PreviousFor viewersNextFor builders

Last updated 2 years ago

As an editor on Whaly, you will be able to create reports for your organization by using the available explorations in order to ask questions on your data.

Before starting this training, you must complete .

Creating reports

To create a report, go to the workspace, open a folder and click on the "Create a new report" button. This will create a empty report in your folder.

Adding charts to a report

From the report

Click on the edit button on your report and click on the "Vizualisation" button in the action bar. From there, click on the exploration you want to use. In the exploration panel, create your chart. When you are satisfied with your chart, click on the "Add tile" button in the top right corner. The chart is added to your report!

From the explore menu

In the workspace menu, click on Explore, and the select your exploration. Create your chart. When you are satisfied with your chart, click on the "Save" button in the top right corner of your page

From an existing chart

If you need to copy an existing chart from another report, go to this report and click on "Explore from here" on the chart you want to copy. From there, you can click on "Add to report" button in the top right corner, select your report and click on save.

Adding text to a report

Adding text to a report is essential to bring structure and context. From a report :

  • Click on the edit button

  • Click on the "Text" button in the action bar

  • Type your text and click on save.

Adding filters on a report

When you create a report, you may want to let users apply their desired filters. In order to add filters :

  • Edit the report

  • Click on the "Add a filter" button in the action bar

  • Configure your filter :

    • Give your filter a name

    • Select the dimension you want to filter on

  • Click on save

Creating questions

Questions allow you to save a single chart in a workspace folder. You can create a question from an exploration page by clicking on "Save as a question".

Sharing your work

Data is the most useful when shared with others. Whaly offers multiple ways to share you data with others :

Regardless of the tools you choose to share your data, we always recommend you train your users when them new reports to make sure they get a full understanding of your work.

To go further

If you want to learn more about the reporting creation, head over to our product documentation. You may be most interested in the following articles, but don't hesitate to dig through the rest of the articles :

In order to add a chart, you will need to create it in an exploration (refer to if you are unclear on how to use an exploration). There is multiple ways to access an exploration :

to use Whaly by creating a user account for them

on your reports to share them to your customers or partners.

in external tools such as Slack, google sheets and others tools to improve data adoption

👩‍💻
the training for viewers
Invite your colleagues
Create sharing links
Push your data
the training for viewers
DashboardsDocumentation
QuestionsDocumentation
Logo
Logo