Reports vs Dashboards
Dashboards are grid-based layouts optimized for at-a-glance monitoring with multiple widgets updating in real time. Reports are document-style layouts designed for narrative analysis - they combine rich text explanations with embedded charts, tables, and KPI numbers to tell a data story from top to bottom. Use dashboards when your audience needs a live, interactive overview. Use reports when you need to present findings with context, commentary, and a deliberate reading order.Creating a Report
Start a new report
Navigate to Reports in the sidebar and click New Report. Enter a name, optional description, and choose an icon (emoji) to identify it.
Add blocks
Build your report by adding blocks. Each block is a content element - a heading, paragraph of text, chart, table, KPI number, or divider. Blocks are organized into rows and positioned on a flexible grid.
Arrange the layout
Drag blocks to reorder them and resize to control width. Place blocks side by side or stack them full-width.
Block Types
Heading
A text heading to structure your report into sections.| Property | Description |
|---|---|
| text | The heading text |
| level | Heading size: 1 (H1, largest), 2 (H2), or 3 (H3, smallest) |
Text
A rich text block powered by a TipTap editor. Supports markdown formatting including bold, italic, lists, links, and code blocks. Use text blocks to provide context, explain methodology, or narrate findings.Chart
A data visualization block that renders a chart from one of three data sources:- Insight reference - select a saved insight to reuse existing query logic
- Inline exploration - define a semantic model query directly in the block (dimensions, measures, filters, sorts)
- Raw SQL - write a SQL query against any of your database connections
| Option | Description |
|---|---|
| type | bar, horizontalBar, stackedBar, line, area, pie, funnel, metric, or table |
| xAxis | Column for the horizontal axis |
| yAxis | One or more columns for the vertical axis |
| groupBy | Column to split series by |
| options | Title, legend, stacking, smoothing, colors, value format |
Big Number
A prominent single KPI display, ideal for highlighting key metrics at the top of a report.| Property | Description |
|---|---|
| valueColumn | The column containing the metric value |
| format | number, currency, or percentage |
| prefix | Text before the value (e.g., ”$“) |
| suffix | Text after the value (e.g., “users”) |
| decimals | Number of decimal places |
| comparison | Compare to a previous period to show change |
| breakdown | Break the metric down by a dimension |
Table
A data table block that displays rows and columns. Supports the same three data sources as chart blocks. Use table blocks when exact values matter more than visual trends.Divider
A visual separator between sections of your report.| Property | Description |
|---|---|
| style | line (horizontal rule) or space (empty space) |
| size | sm (small), md (medium), or lg (large) |
Layout
Reports use a flexible grid layout. Drag blocks to reorder them and resize to control width. Place blocks side by side or stack them full-width.Data Sources
Chart, table, and big number blocks can pull data from three sources:Saved Insight
Saved Insight
Reference a saved insight. The block uses the insight’s query and results. When the insight is updated, the report reflects the change automatically.This is the recommended approach when the same query is used across multiple dashboards and reports.
Inline Exploration
Inline Exploration
Define a semantic model query directly in the block. Select dimensions, measures, filters, and sorts without creating a separate saved insight.Use this for one-off visualizations that are specific to this report and unlikely to be reused elsewhere.
Raw SQL
Raw SQL
Write a SQL query and associate it with a database connection. The query runs directly against the connection when the report is viewed.Use this when you need full SQL control, such as window functions, CTEs, or queries that span tables not covered by a semantic model.
Report Settings
| Setting | Description |
|---|---|
| Theme | light, dark, or auto (follows system preference) |
| Visibility | private (only you), organization (all org members), or public (anyone with the link) |
| Public token | When visibility is public, a unique token URL is generated for unauthenticated access |