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Report Creation: Quick Steps

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Welcome to the comprehensive guide on creating, viewing, and sharing reports using Infoveave. Reports play a crucial role in providing detailed interpretations of data insights displayed on Infoboards. Let’s dive into the step-by-step process:

  1. Define the Type of Report
    • Choose between two types of reports: Query Report or Template Report.
    • For Query Reports:
      • Access Studio Queries.
      • Create a new query on an existing datasource.
      • Save the query and click ‘Show as Report’.
    • For Template Reports:
      • Access Infoveave from the MS Office Menu bar.
      • Select ‘Insert Widgets’ or ‘Insert Data Report’.”
      • Sign in (or sign up if needed) to proceed.
      • Customize the template report with widgets and descriptions.
      • Upload the completed template report to Infoveave.
  2. View the Report
    • Navigate to Insights Reports or Studio Reports.
    • Explore all the reports you have created as well as those shared with you.
  3. Share the Report
    • Access Studio Reports to manage your reports.
    • Utilize the ‘Share’ option to distribute reports within your team.
    • Use the ‘Email’ option to share reports with individuals outside the team.
    • Refer to the detailed ‘Manage Reports’ section for comprehensive instructions.
  4. Download the Report
    • Select the desired report from either Studio or Insights.
    • Choose the preferred file format for the download.
    • Click ‘Download’ to retrieve the report file.
    • For more detailed explanations, consult the ‘Download Reports’ section.

For a deeper understanding of Infoveave’s reporting capabilities and advanced features, we recommend referring to the comprehensive documentation provided.