Interacting with reports
Learn how to view and interact with reports and understand the common setting options.
Last updated
Was this helpful?
Learn how to view and interact with reports and understand the common setting options.
Last updated
Was this helpful?
Watch the video below to get a quick walkthrough of Reports.
It's the best way to get started!
Learn more about:
Click on the icon titled 'Reports' on left sidebar to access reports.
On the left panel, a list of all reports you have created and those that are shared with you are displayed.
Reports can either be private or shared.
If a report is set to Private, then only the report creator can view and edit it. By default, any newly created report is set to Private.
If a report is set to Shared, users who have been granted access to that report can view and/or edit it.
If a user has not been granted access to certain dimensions used in a shared report, they will not be able to view those specific values in the visuals.
Sharing a report is a great way to collaborate and engage with your stakeholders. A report can be shared with your colleagues by clicking on Share button on the top right.
Filters enable you to dynamically change the contents of your charts and visuals.
The Time period filter displays the data for the duration selected. If a chart-level time period filter is applied later, that setting will override the report-level time period filter.
You can select from 8 presets or apply a custom date range.
Dimension filters, if enabled on a report, allow you to choose subsets of your report data.
Every chart/table contains filters that affect only that chart or table.
In addition to the report-level filters such as time period and dimension filters, an additional roll up filter is available at the chart level. The aggregations available in the roll up are: monthly, quarterly, half-yearly, and yearly.
You can explore in-depth details about your data using Drivetrain's Drill down feature.
Click on the visual element of the chart that you're interested in and select Drill down. Next, select the dimension in which you want to look at your data.
Below you can see the Contracted ARR data country-wise for the selected scope i.e. Sep 23 Actual.
You can see the values from the data source that compose the metric.
Click on the visual element of the chart of interest and select Show underlying data to view the data in tabular format for the selected timeframe.
In the video below, you can see all the transactions included in the Contracted ARR metric for the selected scope, Sep 23.
This data can also be downloaded by clicking on the Download icon in the right upper corner of the data window.
You can view the breakdown of calculations behind any value in a table helping you trace values, verify calculations, and gain deeper insights into your reports.
Show calculations option displays all line items contributing to a cell’s value, along with formulas and aggregation methods used for the specified time period.
To view underlying calculations:
Right-click on a cell in a table
Select Show calculations from the menu
The side pane displays:
Line items contributing to the value
Formula breakdown (if applicable)
Dimension aggregation method used
Drill down further on the line items to see how that value was calculated
Drivetrain provides you the flexibility to rearrange data to easily identify trends and insights.
Click on the dimension in which you want to sort your data.
Select Ascending or Descending based on your requirement.
In the video below, you can see that when we choose Ascending and click the pink section of the bar (Dimension = Qualification), the bars get rearranged in the ascending value of Qualification.
You can sort your data in alphabetical order of the dimension names on the x-axis.
Click on any of the visual elements in the chart.
Select A-Z or Z-A based on your requirement.
This is available for select charts--stacked bar charts, bar charts with more than one version in it.
Click on any of the visual elements of the chart.
Select Ascending or Descending based on your requirement.
For a stacked bar chart, the values of the dimensions within each bar/group are sorted in an ascending or descending order.
For a bar chart that compares two or more versions, the bars within each group will get sorted in an ascending/descending order based on their values.
You can sort your data in the alphabetical order of the names of the dimensions within a group or the names of your versions.
Click on any of the visual elements in the chart.
Select A-Z or Z-A based on your requirement.
You can add both variables and metrics to reports. Only those variables for which the "Show in reports" has been toggled on can be added to a report. Follow these steps:
Go to the Model and locate the variable you want to add
Hover over the variable, click on the vertical ellipsis (â‹®), and toggle on Show in reports
Go to Reports ➜ Edit, click the + icon at the bottom, and select a chart type
In the popup, click Models and select the variable, or use the search bar to find it
Watch the video below for a quick walkthrough.
In addition to charts, some reports contain editable tables where you can input, edit, or bulk update values. This is useful for collaborative planning and budgeting.
In addition to charts, some reports include tables where you can input, edit, or bulk update values. These tables help teams collaborate efficiently on planning and budgeting tasks. For example:
Sales teams can update forecast categories to keep sales projections current.
HR teams can can update the employee roster with approved new hire requests to maintain an up-to-date headcount plan.
Watch this video to get a quick overview
To make edits directly in a report:
Locate the table and click Edit values.
Modify cells or add new rows (if allowed).
Click Done editing to save changes, or Discard to cancel.
If you need to update multiple records at once, you can import a CSV file:
Click Import/Export on the table.
Select Export CSV to download the list. Open the CSV, make edits, and save the file. (You can skip this step if you already have a prepared CSV.)
Click Import/Export again and select Import CSV to upload your updated file.
If there are errors, they will be highlighted in a preview popup. You can edit values directly in the popup to fix them.
Click Validate and Save to finalize the import.
Drivetrain will flag errors if:
Missing header names – column headers cannot be blank.
New columns are added – the structure must match the original file.
Incorrect file format – only CSV files are supported.
Mismatched data types – for example, a date field expecting YYYY-MM-DD but entered as MM-DD-YYYY.
You can collaborate with your stakeholders—both internal and external to your organization—using the comments feature.
Comments can be added on all elements—charts, tables and text boxes.
Click on the Comment icon on a chart, table or text box, and select + icon.
In the comment window, make sure the Lock icon is selected. The top right corner of the comment box will say Visible to tagged people. By default, all comments are private unless made public.
To start a private conversation with your stakeholders, tag them in the @mention users section by typing @ followed by the names or selecting the users from the dropdown list. Add your comment in the section right below and click on the Send button (the one with the arrow) in the comment field.
Tagged users can view and reply to the comments from within the Drivetrain app. They will also be notified via email and Slack (if the integration has been set up).
Click on the Comment icon on the chart, table or text box, and select the + icon.
In the comment window, click on the Globe icon. The top right corner of the comment box will say Visible to everyone.
Type your comment in the Add a comment section, and click on the Send button (the one with the arrow) in the comment field. This comment will be visible to everyone who has access to the report.
There are two modes within Reports: Edit and View.
In View mode (default mode), the editing functionalities are disabled. Only commenting and interactivity features in charts and tables are available besides date range (period) and filter options that have been enabled for a report.
In Edit mode, you can control the charts, tables and text boxes. You can add new visualizations, move them around, and change their size. You can also change chart types and their configuration, change filters at both the global level and chart level, and define the Actuals till period.
You can toggle between the two modes as shown below.
Click on Creating a report below to get started.
Dimension level access controls can be defined in Settings by clicking on .
