Appearance
Report Editor Basics
About 541 wordsAbout 2 min
Design
2026-09-01

| Area | What it is for |
|---|---|
| Toolbar (top) | Undo, display mode, size, arrange, chart switch, share, mobile layout, parameters, lineage, AI Agent, Save as, Save, Preview |
| Canvas (centre) | The report page. Components are placed and arranged here. |
| Panel (right) | Settings of the selected item. Its title says what is selected: Page or the component type. |
The panel
| Selected | Tabs |
|---|---|
| Nothing (click empty canvas) | Components (the palette), Style and Settings of the page. See Page Settings. |
| A chart or table | Data (model, fields, component filters), Style, Analytics (reference lines, where supported), Actions (interactions, click actions) |
| A filter or an assist component | Data or content, Style, Actions |
Hover a setting's name to see what it does. Collapse the panel with >| in its top-right corner to see more of the canvas.
Select, place and size
- Click a component to select it; Ctrl+click adds more components to the selection.
- To add a component, click its tile in Components and click the canvas, drag a rectangle, or double-click the tile. See Adding Components.
- Drag a selected component to move it and drag a handle to resize it. For exact values type W(px) and H(px) in the toolbar and press Enter; with nothing selected, these fields change the page size.
- Grid in the toolbar shows a grid to align to.
Arrange
| Toolbar button | Use |
|---|---|
| Delete, Create copy | Remove or duplicate the selection. A copy keeps model, fields, filters and style. |
| Move layer | Move up, Move to top, Move down, Move to bottom, for example to put a shape behind charts. Also in the right-click menu. |
| Align | Align the selected components on an edge or centre. |
| Distribute | Space three or more components evenly. |
| Chart switch | Change the chart type of the selected chart. |
When the window is narrow, buttons that do not fit move into …, listed with their names.
Component toolbar
Point to a component to show its own toolbar in the top-right corner: Lock (in the editor), drill buttons where the chart supports drilling, Conditions when filters apply, Zoom in, and ⋮ for Export, Execution cost and Delete, plus Data preview on charts, cards, Tree table and Parent-child table (not on Table or Pivot table).
Undo, preview and save
- Undo and Redo keep the last 100 steps. The history is cleared when you save or leave the editor.
- Preview shows the report as readers see it, with all interactions; Edit returns to the editor. Clicking a chart in the editor also cross-filters the other charts, so you can test interactions without previewing.
- Save stores the report; the first save asks for a folder and a name. Save as stores a separate copy.
- The last save wins: if two people, or two browser tabs, edit the same report, the later save replaces the earlier one.
For a worked example, follow Create Your First Analysis Report.