👩💻For editors
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 the training for viewers.
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
In order to add a chart, you will need to create it in an exploration (refer to the training for viewers if you are unclear on how to use an exploration). There is multiple ways to access an exploration :
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 :
Invite your colleagues to use Whaly by creating a user account for them
Create sharing links on your reports to share them to your customers or partners.
Push your data in external tools such as Slack, google sheets and others tools to improve data adoption
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 :
Last updated
