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Viewing Report Data

A report doesn't just define which measures and metrics to show — it also remembers how to display them. This data-preview configuration is saved with the report and restored the next time you open it:

  • Version — the forecast version whose numbers the report shows.
  • Grain — the time granularity: daily, weekly, monthly, quarterly, or yearly. Monthly is the default.
  • Date range — the window of time to display.

Embedding a report

A report can also appear as a block inside another document. When embedded, a Configure Report panel on the right lets you tune how that instance is displayed:

  • Report — which saved report to show.
  • Version — the forecast version, which can be inherited from the page it's embedded in.
  • Run — a specific forecast run, or Latest.
  • Layer — the current overlay when embedded on an overlay page (also inheritable from the page).
  • Scenarios — one or more scenarios to include.
  • Filters — dimension filters, shown as removable pills.
  • Display — hide the title, set the grain and date range (presets or custom), switch actuals between Actuals and Cleaned, and Truncate Actuals to hide actuals at or after the forecast start.