When it comes to organizing and interpreting data, reports can be an incredibly powerful tool. They allow you to take complex data sets and present them in a clear, concise manner that can be easily understood by anyone. This guide will provide you with valuable insights into the world of report dashboards, offering tips and tricks for creating reports that will help you better visualize your data.

You can Share, Refresh, Edit, or Delete an existing dashboard by hovering over the dashboard in the left panel.

You can Export a snapshot of a dashboard to an image file, PDF, or Excel file from the top right of the dashboard when in preview mode.

A report is a great way to capture a snapshot of your Rubex data at a given point in time either visually or as a more raw data format. Reports can be scheduled to run on set intervals and can be automatically sent via email to specified participants.

Select Reports > Create New

Input a name for the report and select the Save icon.

Select a data source for the report to be linked to and pull data from.

You have now created your first Rubex Reports report. It may just be a blank slate in the beginning, but the possibilities from here are many.

There are several Reports and Analytics Objects that you can click and drag to add to your newly created report. The default intent of a report is for information to be captured at a point in time, and then saved as a PDF to be viewed and distributed.

When you add an object to the report, you will be prompted to select the specific pieces of data from your data source that you want to work with, similar to working with objects in a dashboard. This is where you get to choose what you are wanting to pull in and represent from your Rubex data with that object.

If you have further questions did you know that we offer interactive trainings here: revverdocs.com/open-office-hours

​Need Help?

Contact Technical Services

To get in contact with our technical services team for assistance select the chat bubble in the lower right corner. Initially you will connect with our AI bot Fin. If Fin is unable to answer your question please select the talk to a person button below his answer to speak with a member of our technical services department. Fin can also transfer you to a live representative at any time, just ask Fin to "transfer me to a live technician".

​