Reports overview

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.

You can also convert existing workbooks into reports to take advantage of report features like pixel-level formatting and more reliable exports. For more information, see Convert workbooks to reports.

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, headers, and footers to manage page margins, size, headers, footers, and more.
  • Edit page order, visibility, and numbers to manage page ordering, individual page visibility settings, and page numbers.
  • 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.

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.

Share reports

There are several available methods of sharing a report:

• Share and export reports by downloading your report and sending ad hoc or scheduled exports.
• Securely embed your report to allow users in an application or website that you own to view its content.
• Create and edit document templates to reuse and share reports without data. You can share these templates with other users in your organization, or with other organizations.

View a report as code (Beta)

You can view the code representation of a report directly in the Sigma UI. From the document menu, select File > View code… to open the representation as YAML, then copy it to reuse with an AI assistant or the Sigma API.

For more information on the code representation of a report, see Manage reports as code.

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.
• Reports do not support using warehouse views with tagged versions.
• Report pages are limited to 10,000 px in height and width.
• Each report can be up to 1,000 pages long.