• Configuring a Report
• Report Builder Overview

Configuring a Report

If you would like to re-visit your existing report to edit it or need to configure a newly built report, follow the steps below:

1. Navigate to Reports and click on the required template in the list of saved reports. On the right, you’ll see a small preview of your graph.

Tip: Use Search to find the required report faster

2. Press EDIT at the top right of the Reports Overview page to open the Report builder

• Rename you report
• Select another Circle for your report
• Determine X axis
• Determine Y axis
• Configure Cohorts

3. To start configuring your graph, click Settings at the top right of the Report Builder.

Here you have the following settings:

• Renaming Your Report
• Selecting Circle
• Determining Y axis
• Determining X axis
• Configuring Cohorts

Report Builder Overview

On the left of the Report Builder page, you can find the following info:

• Report name

• Principal Investigator of the selected Circle

• Circle Funder

• Two icons to switch between line and bar chart view

On the right, you’ll find the Cohorts information.