Skip to main content

Report Workspace Tools and Sections

The Report Workspace provides a visual environment to design, configure, and manage interactive reports and dashboards. The workspace is divided into multiple sections that allow you to create slides, add widgets and report elements, manage data sources, configure settings, and preview the final report.

Navigation

Open a Project → Select a Panel → Click Reports → Open a Report Workspace

Slides Panel​

The Slides Panel is located on the left side of the workspace and displays all report slides. From this panel, you can view, select, create, reorder, and import slides, and navigate between report pages.

Each slide acts as an individual report page and can contain its own widgets, charts, tables, visualisations, multimedia, and other report elements.

Data Sources​

The Data Sources section is located in the bottom-left corner of the workspace. From this section, you can add and manage datasets used throughout the report. Imported datasets can be connected to widgets, charts, tables, and other report elements. Data sources can be imported from:

  • Files.
  • Surveys.
  • Networks.
  • Benchmarks.

Widgets Toolbar​

The Widgets Toolbar is located between the Slides Panel and the main slide canvas. This toolbar contains the report elements and widgets used to design report pages. From this toolbar, you can add the following objects to a slide:

  • Text and titles.
  • Images and multimedia.
  • Charts and graphs.
  • Tables and KPI cards.
  • Network visualisations.
  • Icons and layout elements.
  • Analytical and interactive widgets.

Slide Canvas​

The Slide Canvas is located in the centre of the workspace and acts as the main design area for the selected slide. This is where report widgets, charts, tables, visualisations, and other objects are placed and arranged to build the report page layout. From the Slide Canvas, you can:

  • View the selected slide.
  • Add and position report elements.
  • Resize and arrange objects.
  • Design slide layouts.
  • Interact with inserted widgets and visual components.

Settings Panel​

The Settings Panel is located on the right side of the workspace. It displays the configuration options for the currently selected object, updating dynamically based on the selection:

  • If a widget is selected, its configuration settings are displayed.
  • If a slide is selected, the slide settings are displayed.
  • If Report Settings is clicked, the report-level settings are displayed.

Action Buttons​

The workspace includes action buttons for managing reports and performing workspace operations:

  • Managing data sources.
  • Previewing reports.
  • Saving changes.
  • Sharing reports.
  • Viewing keyboard shortcuts.
  • Opening report settings.
  • Zoom in and zoom out.