Stories

Creating stories makes it easier to save and curate your data output. You can collate similarly configured reports together or group content around a specific question. Stories are particularly useful to jump straight back into long-running projects. Stories can be revisited by you, or your team with the right permissions, at any time. You can share stories to other platform users via link or export to Excel, PDF, PowerPoint, editable PowerPoint, and online decks.

Creating a story step-by-step

  1. Before making a story, configure your chart the way you want. You can do this by selecting from the configuration options on the right.

  1. You can also filter by audience, click on the ‘Filters’ tab to adjust.

  1. Once your chart is ready, you can add it to a story. The 'Add to story' tab is found next to the export button on the top right, click on the three dots to access the tab.

  1. Name the chart something distinctive, then you can choose to add it to an existing story or create a new one.

  1. Once you have added the story, you will see a confirmation message pop-up. Click on 'View Story' to see what you have saved so far.

  1. All charts that you save in a story will appear together. You can access them anytime by clicking the star tab on the left hand side.