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Creating a report

Creating a report

If you discover insights as you analyze your data, you can save and share them with others by creating a report. A report consists of snapshots and notes about the analysis.

Take a snapshot

  1. Click the camera icon from the dashboard toolbar.

    You can also take a snapshot of the document preview. When you select one or more documents, only the selected documents are stored and displayed in the report. When no selection is made, all documents in the current page are stored and displayed in the report.

  2. Thumbnails of the snapshot are displayed in the Report pane, which is a temporary store for snapshots.

    This store is cleared when the browser is refreshed or another collection is opened.

  3. From the menu icon of the snapshot's thumbnail, you can enter comments, or delete the snapshot. You can also edit comments later.

  4. Choose thumbnails that you want to add to a new report, and then click Create.

Create a report

To create a report, complete the following steps:

  1. From the Report pane, click Create.

  2. On the Basic tab, name and date the report.

  3. Optional: On the Comments tab, edit the title of the analysis result, and enter a comment.

  4. Review the preview on the Preview tab.

  5. When you're done editing, click Save.

Your report is added to the Report tab on the application launch page. From the Actions menu, you can copy the link for your report to share it with others.