# Whatagraph Help Center

> Guides, tips, and answers

## Getting started with Whatagraph

- [1. Creating a report](https://help.whatagraph.com/en/articles/8052320-1-creating-a-report.md): Three ways to get started, blank canvas, ready-made template, or AI-generated in seconds.
- [2. Adding sources to a report](https://help.whatagraph.com/en/articles/8290099-2-adding-sources-to-a-report.md): Connect your real marketing data to a report; from the Sources drawer, from the sample data banner, or directly within the report editor.
- [3. Adding widgets to a report](https://help.whatagraph.com/en/articles/8056783-3-adding-widgets-to-a-report.md): Learn how to add widgets to your report and how to apply specific settings to them
- [4. Sharing reports](https://help.whatagraph.com/en/articles/8135766-4-sharing-reports.md): Share your Whatagraph report as a live link or PDF. Learn how to set password protection, disable date changing, add IQ Chat, and download a PDF export.
- [5. Creating spaces and moving reports](https://help.whatagraph.com/en/articles/8135898-5-creating-spaces-and-moving-reports.md): Create a Space to organise your reports, then move them into place, from the report list or from inside the report editor.
- [Welcome to Whatagraph 3.0: A Cleaner, Faster, and Smarter Experience](https://help.whatagraph.com/en/articles/12180729-welcome-to-whatagraph-3-0-a-cleaner-faster-and-smarter-experience.md): Discover Whatagraph 3.0 — the improved version with new features, faster navigation, and AI-powered insights

## Unlock with IQ & IQ+

- [Introducing Whatagraph IQ](https://help.whatagraph.com/en/articles/11736351-introducing-whatagraph-iq.md): This article will help you understand the capabilities of Whatagraph IQ and IQ+
- [How to Create Widgets in Your Report Using AI](https://help.whatagraph.com/en/articles/11958190-how-to-create-widgets-in-your-report-using-ai.md): Learn how to use Whatagraph's IQ features to quickly create custom widgets by drawing to place them and entering simple prompts
- [How do I use IQ quick changes in Whatagraph to edit widgets?](https://help.whatagraph.com/en/articles/11864005-how-do-i-use-iq-quick-changes-in-whatagraph-to-edit-widgets.md): Learn how to use Whatagraph IQ quick changes to modify your reports faster and easier
- [How AI Summaries Work in Text Widgets](https://help.whatagraph.com/en/articles/10260602-how-ai-summaries-work-in-text-widgets.md): Learn how to save time by automatically generating insights in your report summaries
- [Whatagraph IQ Chat: Instant Data Insights at Your Fingertips](https://help.whatagraph.com/en/articles/10357615-whatagraph-iq-chat-instant-data-insights-at-your-fingertips.md): Save time answering questions related to your data on the go using AI
- [How to easily customize report branding with Whatagraph IQ](https://help.whatagraph.com/en/articles/11867223-how-to-easily-customize-report-branding-with-whatagraph-iq.md): Use Whatagraph IQ to generate a report theme from a text prompt or an image, then save it for reuse across your team.
- [How to Build a Complete Report Using Only AI](https://help.whatagraph.com/en/articles/12106166-how-to-build-a-complete-report-using-only-ai.md): Learn how to use IQ features to save time and create aesthetically pleasing reports
- [Master the Power of AI: Your Guide to Whatagraph IQ & Prompting](https://help.whatagraph.com/en/articles/14471573-master-the-power-of-ai-your-guide-to-whatagraph-iq-prompting.md): We’ve compiled the ultimate guide to help you navigate when to use IQ, how to talk to it, and how to get the most accurate results for your reports
- [Connect Whatagraph to your AI assistant with MCP](https://help.whatagraph.com/en/articles/14643388-connect-whatagraph-to-your-ai-assistant-with-mcp.md): Learn how to connect Whatagraph to your AI assistant \(ex. Claude\) using MCP. Set up takes just a few minutes, no coding needed. Once connected, ask questions about your data, spot issues, and get i...
- [How to get more from your AI assistant with Whatagraph MCP](https://help.whatagraph.com/en/articles/14687656-how-to-get-more-from-your-ai-assistant-with-whatagraph-mcp.md): Practical use cases for the Whatagraph MCP integration: performance briefings, broken source detection, spend analysis, goal pacing, and more, with example prompts you can use straight away.

## Connect

- [How to work with Whatagraph API](https://help.whatagraph.com/en/articles/6223915-how-to-work-with-whatagraph-api.md): Learn how to connect your Custom API to Whatagraph
- [What Does “Data Source” Mean?](https://help.whatagraph.com/en/articles/6164930-what-does-data-source-mean.md): Learn what a data source is in Whatagraph, how it's counted within the platform
- [How Are Data Sources Counted?](https://help.whatagraph.com/en/articles/6367498-how-are-data-sources-counted.md): Understand how your connected data sources are counted to manage your plan usage and stay within limits.
- [How to verify my sources?](https://help.whatagraph.com/en/articles/6223910-how-to-verify-my-sources.md): Learn why you received an email asking to verify connection to your data sources, and what you can do about it.
- [User Permissions for Adding Data Sources](https://help.whatagraph.com/en/articles/6164933-user-permissions-for-adding-data-sources.md): Learn what user roles and permissions are required in each platform to successfully connect data sources to Whatagraph.
- [Most common reasons why you cannot verify channel sources](https://help.whatagraph.com/en/articles/6443955-most-common-reasons-why-you-cannot-verify-channel-sources.md): A list of potential reasons why your source access could break
- [How to transfer a source to a different channel account](https://help.whatagraph.com/en/articles/9117763-how-to-transfer-a-source-to-a-different-channel-account.md): Learn how to transfer connected source to your added channel accounts
- [How to manage your Data Sources](https://help.whatagraph.com/en/articles/9965808-how-to-manage-your-data-sources.md): Learn how to filter, organize, and transfer your data sources for streamlined reporting and better control.
- [How to Add or Delete Data Sources in Whatagraph](https://help.whatagraph.com/en/articles/6631310-how-to-add-or-delete-data-sources-in-whatagraph.md): Learn how to connect new data sources or safely delete existing ones in Whatagraph to manage your reporting data effectively.

## Organize

- [Organize: Simplify and Transform Your Data](https://help.whatagraph.com/en/articles/8266685-organize-simplify-and-transform-your-data.md): Learn how to use Whatagraph’s Organize feature to clean, unify, and format data for clearer, more reader-friendly reports.
- [How to Set Up and Apply Custom Dimensions](https://help.whatagraph.com/en/articles/8267387-how-to-set-up-and-apply-custom-dimensions.md): Learn how to create your very own custom dimension using the Organize feature
- [How to Set Up and Apply Custom Metrics](https://help.whatagraph.com/en/articles/8271915-how-to-set-up-and-apply-custom-metrics.md): Learn how to create your very own custom metric using the Organize feature
- [What can I use Organize for?](https://help.whatagraph.com/en/articles/8272251-what-can-i-use-organize-for.md): Learn about some real-life examples that Organize helped to solve
- [Blended Sources: Building Unified Views from Multiple Data Sources](https://help.whatagraph.com/en/articles/8926666-blended-sources-building-unified-views-from-multiple-data-sources.md): Learn about data blends, how to use them and how to create them
- [Understanding Join Types in Whatagraph](https://help.whatagraph.com/en/articles/8930564-understanding-join-types-in-whatagraph.md): Learn the 4 join types in Whatagraph and when to use each one to combine data sources clearly and effectively
- [Custom Tags](https://help.whatagraph.com/en/articles/9974150-custom-tags.md): Learn about custom tags feature, how to create them and how to tag specific sources
- [Why does my Source Group show Gathering Historical data?](https://help.whatagraph.com/en/articles/9972017-why-does-my-source-group-show-gathering-historical-data.md)
- [Source Groups: Aggregate Metrics Across Multiple Data Sources](https://help.whatagraph.com/en/articles/9971629-source-groups-aggregate-metrics-across-multiple-data-sources.md): Learn how to create Source Groups in Whatagraph to easily combine data from single or multiple channels into one report.
- [Why Do You Need a Custom Table in a Source Group?](https://help.whatagraph.com/en/articles/11695531-why-do-you-need-a-custom-table-in-a-source-group.md): Step-by-step guide on how to create a custom table and apply it to a source group
- [How to Show Google Ads Conversion Actions with other non-supported metrics](https://help.whatagraph.com/en/articles/12060380-how-to-show-google-ads-conversion-actions-with-other-non-supported-metrics.md): Use blended sources to display Google Ads conversion actions with impressions, cost, and other metrics in one table
- [How to Configure Value Types and Aggregation for Custom Metrics](https://help.whatagraph.com/en/articles/13171977-how-to-configure-value-types-and-aggregation-for-custom-metrics.md)
- [Introducing the Improved Source Group UI](https://help.whatagraph.com/en/articles/13482575-introducing-the-improved-source-group-ui.md): We've updated the Source Group user interface \(UI\) to make creating and managing your data groups more intuitive and efficient. This article outlines the key changes and improvements.
- [Why Are My Blended Metrics Showing Inflated Numbers?](https://help.whatagraph.com/en/articles/14128911-why-are-my-blended-metrics-showing-inflated-numbers.md)

## Billing & Subscription

- [Whatagraph Plan Overview](https://help.whatagraph.com/en/articles/12164618-whatagraph-plan-overview.md): Learn about all Whatagraph subscription plans, their features, and which plan best fits your reporting needs.
- [Integrations in Whatagraph](https://help.whatagraph.com/en/articles/12201722-integrations-in-whatagraph.md): Learn about all available channels you can connect to Whatagraph depending on your plan
- [How to upgrade your Whatagraph plan](https://help.whatagraph.com/en/articles/12410561-how-to-upgrade-your-whatagraph-plan.md): Whatagraph has two plans - Max and Prime. Here's how to move between them and what to expect at each step.
- [Share Whatagraph and Earn Rewards](https://help.whatagraph.com/en/articles/12672657-share-whatagraph-and-earn-rewards.md): Invite your network to Whatagraph, help them save time on reporting, and earn up to €1,000 per referral