From the Home page, click the Client for which you'll create a report, then click Reports on the left-hand sidebar.
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On the Reports page, click the "Create Report" button in the upper right-hand corner to launch the Report creation wizard.
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First, choose the type of Report you'd like to create. Slide Decks are in landscape format and are best for presenting on a screen. Document Reports are in portrait format and are best for Reports that will be independently reviewed via PDF or web report.

Next, select the source to start your report. After creation, the report will be fully customizable, regardless of the source you select.

Click your preferred source tile to move on to the next step.

Here, enter a name for your report. This will appear on the cover page and will help identify the Report on the report page. The report title can be edited after the Report is created if needed.

Lastly, click Create in the bottom left to generate the report.

With the report created, you can now add and configure report sections and widgets as needed. Sections can be added on the left, and widgets can be added to these sections from the widgets menu on the right.

Click on a widget to configure it further. From the menu on the right, you can change the widget appearance, such as the theme, title, size, and shape, or filter the widget content under the Data tab.

Reports autosave every second. Check the indicator on the upper right to confirm that a report has been saved.

When you're done editing, you can directly present the slide deck, share this report by email, download it as a PDF, or share an email weblink. Document-style reports may also be scheduled to be sent at a later date.
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Document-style reports can easily be changed to a landscape, slide-deck style report, or vice versa.

From within the report editor, click Report Settings in the upper left, then click Slide Deck or Document under Report Type.

In the convert report type pop-up, review the warning message, then click Convert in the bottom left.

Once converted, all the content within the report will remain intact, but some layout elements were adjusted to fit the new format.

In this example, our previous Document style report had an extended Google Analytics 4 page. When converted to a Slide deck, this is split into two slides to include all widgets.

Version history and report version restoration are included with some of our subscriptions.

Each time a report autosaves, a report version is created. To view a report's version history, click the rewind icon in the upper right of the report.

The version sidebar will open on the right, listing historical saves for the report.

Clicking a historical version will load this version into the report editor, where you can scroll through the report visual to make sure it's the version you wish to restore.

Once you're sure of which version to restore, hover over the version history on the right, then click the ellipsis menu. In the dropdown, click Restore This Version.

Review the version information in the confirmation pop-up, then click Restore to revert your current report to the previous version.

The historical report version will be restored, and you can start making edits again.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄