Design reports
Make the report look the way you want
Place text, tables, charts, images and shapes anywhere on the page, keep them in your company's style, and let the numbers come from your data.
How do I change the page size, margins or layout?
- Click an empty spot so nothing is selected.
- The right-hand panel shows Current page settings: Page Size, Orientation (Portrait or Landscape), Margins and Grid & Guides (Show grid, Snap to grid).
- To change every page at once, use Document settings → Retarget Document (A4, Letter or Screen 16:9). It resizes every page and scales the content; one undo reverses it.
The editor shows pages one under another (Scroll view). Switch to Focus view to work on one page at a time, or Grid view to see them all, under Workspace layout.
How do I put the same header or footer on every page?
Use a master page. It holds what repeats (your logo, a header, a footer, page numbers), and a change to the master shows on every page that uses it. Find it under Master pages in the page panel, and use Page Numbering for page numbers.
Long text can carry on from one page to the next: select the text and use the Page Flow section of the text panel.
How do I add a table of my data?
- Choose Insert → Table.
- In the Insert a table dialog, choose Connect data and pick the dataset. The table fills with your rows.
- Use Sort & Filter to change what it shows. This never changes your data.
A connected table can run across as many pages as its rows need, with the heading row repeated and a (continued) caption on each later part. To widen or narrow all columns together, drag the table's right edge; hold Alt (Option on a Mac) to change only the last column.
Very large tables have limits, and the table always tells you when one applies, for example Showing the first 100,000 of 2,400,000 rows. See How big can a table be?
How do I add and style a chart?
Choose from 101 chart templates, then connect the chart to your data: select it and press Bind Dataset, or drag a field onto it from the Data Sources tab.
A chart is not a flat picture. Click any bar, line, label, axis or legend to restyle just that part. Your changes stay with the report.
Big datasets are fine to explore: on a browser with WebGL2, you can pan, zoom and hover across up to 200,000 points. Clicking and restyling single points works up to about 1,000 marks; above that, filter the data first. In short: explore 200K points on the GPU, design up to about 1K editable marks.
How do I keep headings and text consistent?
Rahoto sets text properly, with real kerning and line breaking. Save your heading and body styles once as Paragraph styles and Character styles (under Text styles in your brand) and reuse them on every page.
How do I apply my company's brand?
- Set up a brand kit in Brand & assets: colours, logos, text styles, and table and chart styles.
- In a report, open the Brand tab on the left and press Apply brand to this report. Its colours and text styles are swapped for the kit's. One undo reverses it.
- Press Set as default on a kit, and new reports start from it.
How do I group, lock or undo?
- Group: select several items and press ⌘G (Ctrl+G on Windows). ⌘⇧G (Ctrl+Shift+G) ungroups. Groups can sit inside groups.
- Lock: Lock object in the item's panel, or ⌘⇧L (Ctrl+Shift+L). A locked item cannot be moved by accident, and Ask Rahoto leaves locked pages alone.
- Layers: the Layers tab shows everything on the page in order, so you can pick items that sit underneath others.
- Undo and redo: ⌘Z (Ctrl+Z) undoes; ⌘⇧Z (Ctrl+Shift+Z, or Ctrl+Y) redoes. Changes made by Ask Rahoto undo in one step, like your own.
Working with a team?
On the Pro plan and larger, several people can edit the same report at once and see each other's changes as they happen.
If something goes wrong
- I cannot select or move something. It may be locked or inside a group. Find it in Layers, then unlock it or ungroup it.
- A big chart shows a note like Showing 5,000 of 200,000 points — sampled for performance. Your browser could not use the GPU path, so Rahoto draws a sample. Update your browser and turn on hardware acceleration, or filter the data.
- A table says it shows only the first rows. It has hit a size limit. Filter or total the data at the source; see How big can a table be?
- I changed something by mistake. Press ⌘Z (Ctrl+Z) until it is back.
Design your first report
Connect a source, open the editor, and lay out a report that stays connected to your data.