Reports¶
Reports are the document-and-data formats: a Markdown write-up with the narrative and figures, or a CSV export of the underlying rows. Reach for these when you want the findings written down or the raw numbers in hand, rather than something interactive.
Prerequisites¶
Editor role to create. A connected data source if the report draws on warehouse data.
Markdown reports¶
A Markdown report is a formatted document, headings, prose, tables, and figures, capturing an analysis as a fixed write-up. Ask for one in a conversation:
“Write this up as a report: what we found, the numbers behind it, and the recommendation.”
Markdown travels well: it renders cleanly in the product, pastes into most documentation tools, and stays readable as plain text.
CSV exports¶
A CSV export is the raw tabular result, the rows behind a chart or table, for opening in a spreadsheet or feeding into another tool.
Export a result: Save the rows behind any table or chart as CSV
Analyse elsewhere: Open in Excel or Google Sheets, or load into another system
Snapshot: A CSV captures the data at export time; it does not refresh
Report or data app?¶
Use a report |
Use a data app |
|---|---|
A fixed write-up or a one-time data pull |
A view people return to and interact with |
Findings to circulate as a document |
Live numbers that should stay current |
Raw rows for another tool |
Filters and charts in the product |
Tip
A report is a snapshot, the numbers are frozen at the moment you generated it. When people need the current figure every time they look, build a data app instead.
What’s next?¶
Sharing, circulate a report to teammates
Data apps, the live alternative to a static report
Automations, generate a report on a schedule