Create a report or dashboard

Start a new project for a client.

Before you create a project, add the client and connect at least one data source.

Steps:

  • Open the client.

  • Go to the Projects area.

  • Click New Project.

  • Choose Report or Dashboard.

  • Name the project.

  • Start blank or choose a template.

  • Create the project and open the editor.

The project belongs to the client you create it under.

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