Guided Tours

Short animated walkthroughs of working with reports: where to click and what each feature does. Each one plays by itself and takes a minute or two.

Now playing: Working with tables Read the full guide → Use the chapter bar under the animation to jump to any step.

Start Here

What most people do every day: read a table, narrow a report down, and follow a number into its detail.

Go Further

Work with the rows behind a chart, and have a report arrive on its own, or only when a number crosses a line.

💡 Building Reports or Running PersivX? Building visuals, adding flow buttons to tables and setting up data governance are covered in Guided Tours for Developers. Every tour also plays at the top of its own page, with the full written reference underneath.