Creating custom data reports is essential for businesses that want to analyze their performance and make informed decisions. Whatagraph is a powerful tool that simplifies this process by allowing users to build personalized reports with ease. This step-by-step tutorial will guide you through creating your own custom data reports using Whatagraph.

Getting Started with Whatagraph

Before diving into report creation, ensure you have a Whatagraph account. If you haven't signed up yet, visit the official website and register for a free trial. Once logged in, familiarize yourself with the dashboard where you'll manage all your reports.

Connecting Data Sources

To create meaningful reports, connect your data sources such as Google Analytics, Facebook Ads, or other platforms. Follow these steps:

  • Navigate to the "Data Sources" section in your dashboard.
  • Click on "Add Data Source."
  • Select your desired platform from the list.
  • Authorize Whatagraph to access your account data.
  • Configure the data parameters as needed.

Creating a New Report

Once your data sources are connected, proceed to create a new report:

  • Click on "Create New Report" from the dashboard.
  • Select the data sources you want to include.
  • Choose a report template or start from scratch.
  • Name your report for easy identification.

Designing Your Report

Customize the layout and content of your report:

  • Add widgets such as charts, tables, and KPI indicators.
  • Arrange the widgets to create a logical flow.
  • Adjust colors, fonts, and styles to match your branding.
  • Include filters to allow viewers to customize data views.

Preview and Finalize

Before sharing, preview your report to ensure accuracy and visual appeal:

  • Click on "Preview" to see the report as viewers will.
  • Make any necessary adjustments.
  • Save your report once satisfied.

Sharing Your Report

Share your custom report with stakeholders:

  • Generate a shareable link or embed code.
  • Set permissions for viewing or editing.
  • Schedule automatic updates if needed.

Conclusion

Creating custom reports with Whatagraph enables you to visualize your data effectively and make data-driven decisions. With its user-friendly interface and versatile features, you can tailor reports to meet your specific needs. Start exploring today and enhance your data reporting capabilities.