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BI

How to generate reports

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1. In the sidebar menu, hover over the Insights module and click on BI.

2. Choose the type of report you want, add the basic and/or advanced filters, and click on apply filters.

When generating a report, you will have a comprehensive view of the topic, separated by cards and graphs to simplify analysis and presentations.

 

How to edit the form view

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3.  Click on Visualization.

4. Select which graphs you want to see in your report.


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5. Select the three-line icon in the bottom corner of the graph and adjust it to the desired size.

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6. To expand your report, click on the expand icon in the right corner of the screen.

 

How to export the report

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    7. Configure your desired view and click on Export to PDF.