Reports, pages, components
A report is the whole document. It contains one or more pages, and each page holds components — charts, tables, scorecards, controls, text and images.
Unlike a spreadsheet, nothing snaps to a grid by default. Components float wherever you place them, which is flexible and also why untidy reports are so common.
Edit and view mode
The toggle sits top right and matters more than it first appears.
Edit shows the Data and Style panels and lets you move components. View is what your audience sees — and importantly, filters and date ranges behave differently. A filter that looks fine in edit mode can behave unexpectedly in view mode, so check both before sharing.
The right-hand panel
Select any component and the panel shows two tabs:
- Setup — which data source, which dimensions and metrics, sorting, filters and the date range
- Style — colours, fonts, axes, labels, borders
That split is worth internalising: what the chart shows versus how it looks. Almost every question about a chart is answered in one tab or the other.
Theme and layout
File → Theme and layout controls the whole report: canvas size, whether to fit to width, navigation type, and the colour theme.
Set the canvas size before building. Changing it later reflows everything and you will spend an hour repositioning components.