Creating Reports

Reports help you visualize and understand your data. This guide explains how to create effective reports in Rikol.

Report Creation Workflow

Click on the "Reports" section in the main navigation

Click the "Create New Report" button

Choose from your uploaded datasets or connect to a live data source

Select the appropriate chart or graph type for your data

Adjust colors, labels, axes, and other visualization settings

Give your report a name and save it to your dashboard or a folder

Available Visualization Types

Compare values across categories

Show trends over time or sequences

Display proportions of a whole

Examine relationships between variables

Visualize geographical data

Present detailed data in rows and columns

Advanced Report Features

Filtering Data

Use filters to focus on specific subsets of your data:

1. Click "Add Filter" in the report editor
2. Select the column to filter on
3. Choose your filter criteria
4. Apply the filter to update your visualization

Adding Calculations

Enhance your reports with calculated fields:

1. Click "Add Calculation" in the data panel
2. Define your formula using existing fields
3. Name your calculated field
4. Use it in your visualizations like any other field

Save your commonly used report configurations as templates to speed up future report creation.

Organizing Your Reports

Create folders to organize your reports by project, department, or any other category that makes sense for your workflow. To create a folder:

1. Go to the Reports section
2. Click "New Folder"
3. Name your folder
4. Drag and drop reports into the folder

Always save your reports before navigating away from the report editor to prevent losing your work.