This guide explains how to start creating a new report by selecting the data source (the set of information) on which to base the analysis.
Step-by-Step Procedure
1. Access the Report Section
Open the report creation interface.
2. Locate the Sidebar
In the left sidebar of the screen (called rb-sidebar), saved reports and available data sources are listed.
3. Find the "Create New Report" Section
Scroll through the sidebar until you find the title Create New Report.
4. Select the Data Source
Under the title Create New Report, you will find a list of available data sources (for example, "Users", "Billing", "Subscriptions", etc.).
Click on the name of the data source that contains the information you want to analyze.
Note: If you had an open report with unsaved changes, a confirmation message may appear: "You have unsaved changes. Do you want to continue and lose them?". Click Yes to proceed with the new selection.
5. Verify Loading
Once the source is selected, the main area of the screen will update.
- The title at the top will change to New Report: [Source Name].
- The central area will show the Configuration panel, ready to define your report’s dimensions, metrics, and filters.
