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Creating a New Report in Root Analytics

Overview​

Creating a new report is a fundamental feature in Root Analytics that enables you to convert raw data into actionable insights through customized visuals. This section provides a comprehensive guide to initiating and crafting a report that meets your specific analytical needs.

For a step-by-step walkthrough, see the Visual Builder and Layout walkthrough below.

Components​

  • Initialization: Begin by clicking the plus icon, which opens a new, blank report canvas.

  • Report Title: Assign a title to your new report for identification and future reference.

  • Page Navigation: Add multiple pages to your report to organize information effectively.

  • Visuals Selection: Select from a diverse range of visuals such as pie charts, bar graphs, line graphs, visual cards, and tables.

  • Visual Builder: Use a drag-and-drop interface to position data

    fields onto your selected visual's axes, generating a live preview.

  • Customization Options:

    • Filters: Refine the displayed data by applying various filters.

    • Data Limitation: Limit the display to a certain number of entries, such as the top 10 or 15.

    • Time Grouping: Organize data by time intervals (e.g., seconds, minutes, hours, days, months, years).

    • Sorting: Arrange data in either ascending or descending order.

  • Automatic Saving: Changes and additions to your report are saved automatically, ensuring no progress is lost.

  • Adjustments: Resize and reposition visuals to optimize the layout and visual appeal of your report.

  • Navigation: Easily move between different sections or return to the Root Home Page upon completion.

Step-by-Step Usage Guide​

  1. Starting a New Report:

    • Click the plus icon at the bottom right of the Root Home Page.

    • A new window will open, displaying a blank report canvas.

  2. Setting a Report Title:

    • Enter a suitable title for your report in the designated top left field.

  3. Adding Pages (if necessary):

    • Utilize the page navigation feature to add additional pages, helping to segment and organize the report.

  4. Selecting and Adding Visuals:

    • Choose the visual type that best suits the data you wish to represent. For guidance on which visual to use when, see the Visual Types walkthrough below.

    • Access the visual builder by clicking on your chosen visual.

  5. Building Your Visual:

    • Drag and drop data fields from the available list onto the appropriate axes of your visual.

    • Watch the live preview update as you modify your selections.

  6. Customizing Your Visual:

    • Apply necessary filters and set data limitations to focus on specific aspects of the data.

    • Group data by time to analyze trends over specified periods.

    • Sort the data in your preferred order for clearer interpretation.

  7. Finalizing Your Visual:

    • Optionally add a title to your visual or let the system generate one automatically.

    • Adjust the size and position of the visual on the canvas to ensure a balanced layout.

    • Continue to add more visuals as needed to complete your report.

  8. Saving and Navigating Away:

    • With automatic saving enabled, you can confidently navigate away or return to the Root Home Page by clicking the root icon in the top left.

    • Your newly created report is now saved and can be accessed or further edited at any time.

Watch It in Action​

Visual Builder and Layout​

Show walkthrough

Visual Types​

Show walkthrough