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Reporting User Interface

The Reporting user interface consists of a configuration panel where you can add and customize elements, as well as a canvas where you can see the report you’re building before you output it.

Reporting Canvas

The Reporting canvas is the area where you build your report. A report consists of customizable elements that use the dataset you’ve connected to. Multiple elements that belong to the same report are displayed on the canvas.


The Elements tab on the configuration panel is where you can add, delete, and customize elements for your report.

Change Report Name

To change the name of your report, select the textbox and enter a report name.


The name you specify here is the name of the report configuration. Use theOutput steps to specify a file name for your report download.


The Layout tab on the configuration panel is where you can change the layout of the report you’ve built:

  • Microsoft Excel (XLSX): Only table elements are compatible with the XLSX layout.

  • PDF

    • Orientation: Select the layout of your report:

      • Portrait

      • Landscape

    • Paper Size: Select the paper size for your report:

      • Letter (8.5" x 11")

      • Legal (8.5" x 14")

      • Tabloid (11" x 17")

      • A3 (297mm x 420mm)

      • A4 (210mm x 297mm)

      • B3 (353mm x 500mm)

    • Margin: Select the margin size for your report:

      • No Margins: Report elements extend to the edge of the canvas.

      • 0.5 Inch Margins: Report elements stop 0.5" from the edge of the canvas.

      • 1.0 Inch Margins: Report elements stop 1.0" from the edge of the canvas.


Table size is limited to 8000 rows for PDF layouts.


The Output tab on the configuration panel is where you can download your report locally. The Layout settings you've selected will determine the format of the report you download.

  • File Name: Enter a name for your report.

Select Generate Report to create your report, which is saved to the Recent Files list.

  • To download your report, select the download icon.

  • To delete your report, select the trash can icon.