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Creating a report

Create a report from any existing dashboard to capture its charts filtered to a specific date range.

Creating a new report​

  1. Select Reports in the left menu.
  2. Select + CREATE REPORT in the top-right corner.

Create report dialog

  1. Choose the Dashboard you want to base the report on.
  2. Give your report a Name (e.g. "Q1 2025 Program Report").
  3. Select the Date column Dalgo should use to filter data by date range.
  4. Set the Start date and End date for the period you want to cover.
  5. Select Create.
info

The report captures your dashboard's layout and chart settings at the time of creation. If you later change the original dashboard, existing reports are not affected.

Viewing a report​

  1. Select any report row in the list to open it.

Report detail view

  1. At the top you'll see the report's title, date range, creator, and a link to the original dashboard.
  2. The Executive Summary section appears at the top — a free-text area where you or your team can add notes and key takeaways.
  3. Below the summary, all charts from the dashboard are shown, filtered to the report's date range.

Next: Executive summaries and comments · Sharing reports