Create and edit reports (Beta)

Reports are a Sigma document type designed to help you create predictable, pixel-perfect PDF exports. Precisely formatted exports are helpful for a variety of enterprise reporting needs, such as compliance, external reporting, and embedded analytics. For more information about reports, see Reports overview.

Creating a report in Sigma allows you to add and arrange elements, manage your report page setup, customize your report branding, export reports, and more.

User requirements

• To create a report, you must be assigned an account type with Create, edit, and publish reports permission. See Account type and license overview.

Considerations when creating reports versus workbooks

Reports allow you to customize element formatting and positioning at the pixel level. When building reports, exports are always reliably formatted, helping you fully meet compliance and branding needs. If you have a clear idea of the type of analysis you want to do, and need to export your analysis for external consumers, a report is likely suitable for your needs.

However, some workbook functionality is not available in reports:

• Configuring interactivity and actions is not supported.
• Using custom views for ad hoc exploration is not supported.

If you want to use this functionality, and have more exploratory or heavily analytical needs that don't require precisely formatted exports, a workbook is likely more suitable.

Create a report

You can create a report from Home or from an existing report:

Create a report from the Sigma home page

1. From Home, select Create New, then select Report. A new draft report is created.
2. After making your changes, select Publish.

Once you have created a report, you can search for it via Search. You can search for both draft and published reports. Unlike workbooks, there is no concept of “explorations” in reports, so unsaved reports will not appear in the Explorations tab of the Recents page.

Create a report from an existing report

1. From an existing report, open the document menu.
2. Select File, then Save as a new report.
3. Enter a Name for the report, then select Save.

Edit and publish a report

Edit a report

To make changes to a report, select Edit in the report header.

Once you are in Edit mode, the Add element bar, toolbar, editor panel, page previews, and other functionality become available to use. Changes you make to a report draft automatically save to the live draft shared by all users who can edit the report.

Publish a report

To publish your edits, select Publish in the report header. This action publishes all drafted changes to the report, including changes made by other editors using the live draft.

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When viewing the published version of a report, all users who are able to view and edit the report are able to update control values. This is the only interactivity available on a published report. Unlike when viewing a workbook, they are not able to make any other changes to the report, like updating filters, refreshing data, or creating custom and saved views.