When you first enter the editor, you will be prompted to ‘Add a chart, table, or layout’. This takes you to the content library where you can choose charts, text, and other visuals to add to your report.  

To enter the content library in an existing draft report, hover over the white space between a component or row and click on the '+' icon that appears. 

There are four types of content available in the content library; 

  • Text
  • Charts
  • Financial statements & data tables
  • Layouts

Use the 'category' drop-down to filter your charts and quickly find the desired visualisation.  

Once you’ve added content from the library, you can customise each chart, and arrange the components into the most suitable layout configuration. The Report Editor uses a grid structure which enables various layout configurations. 

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