The first step in your reporting journey with Whatagraph is learning how to create a report. Below you will find the instructions on how to create it from blank, from a template and our newest option using Whatagraph IQ feature which helps to create an instant report based on your prompt or suggestions.
Creating a report from blank
To create a report from blank, click on the Create new button at the top right corner of your dashboard and choose Blank:
Creating a report from a template
To create a report from a template, click on the Create new button at the top right corner of your dashboard and choose Create from template:
You can filter by integration or report type in the template gallery to find the best template for your use case. You can find the filters here:
You can also use a search bar to help you find the best template for your needs. You can find the search bar here:
Creating a report using AI
To create a report using AI, click on the + New report button at the top right corner of your dashboard and choose Create with IQ: