Report Creation: Quick Steps
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:
- 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.
- View the Report
- Navigate to Insights Reports or Studio Reports.
- Explore all the reports you have created as well as those shared with you.
- 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.
- 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.