Your first report, step by step

1. Open the sign-up page.
2. Type your email and a password and press Create account, or press Sign up with Google or Sign up with Microsoft.
3. If you see Check your inbox, open the email we sent and follow the link.
4. You arrive on your Dashboard, the home for all your reports.

Your workspace gets a 14-day Starter trial, with no card needed. The trial starts when you confirm your email. For what happens when it ends, see Plans & billing.

Signed up with email and want to use Google or Microsoft later? Go to Settings → Security → Sign-in methods and press Connect Google or Connect Microsoft.

On a brand-new account the Dashboard shows Make your first report with a choice of starts: Blank report and From your data, plus From a template once your team or the community has saved a template. Later, press New report at the top of the Dashboard.

• Start blank (first time: Blank report): an empty page. It is A4, or US Letter if your browser is set to the United States, Canada, Mexico or the Philippines. You can change the size later.
• Start from a template (first time: From a template): this appears once your team or the community has saved a template. Begin from your team's, or one from the Public gallery, then swap in your own words and numbers.
• Start from analysis (first time: From your data): pick a dataset, describe the report, and Rahoto drafts it for you to edit. See AI assistance.

Any of these opens the editor. To reuse your design next month, press Save as template in the editor toolbar.

• Pages: add, reorder and resize pages, and set margins. The editor shows pages one under another (Scroll view).
• Tables: type into them, or connect them to your data so the rows fill themselves. Sort & Filter changes what the table shows, not your data.
• Charts: click any bar, line, label, axis or legend to restyle just that part.
• Text: headings and body text with proper type controls.
• Images and shapes: add your logo or pictures, and draw boxes and lines. Group, lock and arrange items to keep the page tidy.

A heading, one chart and one table is already a report you can send. More in Design reports.

No. Rahoto saves as you work. The save indicator shows Saving… and then Saved. If you want to be sure, press ⌘S (Ctrl+S on Windows) or open the indicator and press Save now.

Add someone to your workspace (owners and admins):

1. Go to Settings → Team.
2. Press Invite people.
3. Type their email, choose a Role (Admin, Editor or Viewer) and send. The invitation link works for 7 days.

Share one report:

1. Open the report.
2. In the right-hand rail, press People and access.
3. Add people by name or email and pick what they can do: edit, comment or view.

Viewers and commenters are free and never use a paid seat. Editing the same report at the same time, with each other's changes appearing live, comes with the Pro plan and larger; see pricing.

• No confirmation email? Check spam, then use Resend confirmation email. Until you confirm, the workspace is read-only and the trial has not started.
• You cannot see Invite people. Only an owner or admin can invite. Ask one of them.
• The indicator says Not saved. Check your connection and keep the tab open; Rahoto tries again. If it says you have been signed out, sign in again from the prompt and your work is still there.

More fixes are in Troubleshooting & support.