Reports and dashboards

The report builder, layouts, filters, publishing and printing.

• The report builder Where you lay out a report's pages. Add charts, text, images and filters, arrange them on the canvas, set them up in the inspector, and let autosave keep your draft.
• Layouts, pages and tabs The four ways a report lays out its pages, how readers move between pages, what tabs add inside a page, and the paper sizes for print.
• Filters and parameters Give readers controls for dates and values, set fixed filters on a report or page, let charts filter each other, and add parameters that formulas read.
• Text, images and live values Write text with numbers that stay current, place images from the asset library, and set a crop and focal point that follow the image everywhere.
• Drafts, versions and publishing How a draft becomes what readers see, what each version keeps, how approval works for people who can't publish, and how to go back to an earlier version.
• Publish a report by period Editions publish a report once a month, quarter or year. Each one keeps its figures, has a permanent link, and joins an archive readers can browse.
• Templates and the chart library Reuse a chart across reports from the library, start a report from a template and point it at your data, and save your own reports as templates.
• Printing and PDFs Set a report's paper, headers, footers and page numbers, then print it from your browser or have Halo make a PDF.