Reports overview (Beta)

🚩
This documentation describes one or more public beta features that are in development. Beta features are subject to quick, iterative changes; therefore the current user experience in the Sigma service can differ from the information provided in this page.
This page should not be considered official published documentation until Sigma removes this notice and the beta flag on the corresponding feature(s) in the Sigma service. For the full beta feature disclaimer, see Beta features.

Reports allow you to make predictable, pixel-perfect, paginated exports that can be difficult to create from a workbook. With reports, you can tailor exports to match compliance and branding requirements, and create precise PDFs for all your enterprise reporting needs - such as regulatory documents, invoices, order forms, and other use cases.

This document provides an overview of reports and links to additional resources.

About reports

Reports allow you to leverage many of the same components as workbooks, and more:

Add data elements, input tables and control elements to prepare data for reporting.
Visualize your data with charts.
Customize the look and feel of your reports with UI elements.
Send tailored reports to the right users with controls and email bursting.
Organize your analyses into distinct numbered pages.

Build a report

To begin building your report:

Create a new report: Create and edit reports from Home or from an existing report.
Build the base of your report: Add elements and data to a report, such as tables, charts, and UI elements.
Display your data clearly: Paginate table data.
Format and customize pages contents, setup, and branding:
- Edit page setup, order, and numbers to manage page margins, ordering, headers, footers, and more.
- Customize text typeface, size, and style to match your branding and compliance needs.
- Customize element size, position, and layering to arrange and align elements precisely.
- Format report settings and themes by editing report themes and settings.
Share your report with others: Share and export reports by downloading your report, sending ad hoc or scheduled exports, or securely embedding your report.

For an end-to-end example of building a report with company branding, analytics, and bursting and export functionality, see Tutorial: Build and export a sales report.

Limitations

Tables and input tables can be paginated up to 10,000 rows:
- This limitation applies to how many rows are rendered in the report. All operations (like filtering, formulas, summaries, and any child element interactions) are performed on the entire dataset.
- Report exports will display up to 10,000 rows of data per table/input table.
Only vertical pagination of data tables is available.
Bursting limitations apply when exporting a report as an email burst.