Once you create a report, you can connect real data sources to track what's important to you. Below is a tutorial on how to add sources and connect them to a report.
Managing sources from a report
In your report, there are two ways to change sample data to the actual data: from the sample data message and from the Source drawer.
Step 1: Click on the Change option on the message that appears in the bottom left corner that your report is using sample data, or go directly to the Sources drawer:
Step 2: On the right side of your report, you will see the Sources drawer; click on the "Manage all sources" button:
Step 3: Once you are forwarded to the source management; choose the channel that you need for your report and click on the "Connect an account" button:
Step 4: Once you add an account, select which sources you want to connect:
Note: you can also connect new sources and accounts in the report: Additionally, be aware that certain metrics might revert to default settings if the new source does not support specific metrics or involves dynamic sources, such as application-specific integrations.
Step 5: Go back to the report, and from the Sources drawer, click on the Change button next to the sample data source:
Step 6: Choose the source from the list and click on the "Save selection" button:
Note: To learn how to manage sources directly from the source management, check this article.
Troubleshooting Source Assignment Issues
If you encounter difficulty assigning a source to a report, the following steps may help.
Step 1: Check the folder in which the report is stored. In Whatagraph Team, sources are assigned to specific folders, and a mismatch between the report and folder may prevent source assignment.
Step 2: Move the report to the appropriate folder or reassign the folder to the correct source as needed. Note: Understanding and managing folder assignments is crucial to resolving many source connectivity issues in your reports.