Communicate insights, collaborate seamlessly, and make sense of your data together. Use filters and flexible building blocks, like charts, tables, big numbers and text, to create any kind of page. All charts, and tables and big numbers are powered by metrics and are fast to add and edit.

No matter how you build your reports, they will always look great in the mobile app. No extra work required.

Everyone

Everyone can create reports. Reports can be kept private or shared with the workspace.

A report

There are numerous ways to use reports. Here are a few example use cases to inspire you:

  • Key metric update: Deliver the latest updates on your key metrics to your stakeholders. Next period, simply duplicate the report and update the time period.
  • Deep dive analysis: Craft a well-structured analysis and walk readers through your findings. Visualizations are always easy to update.
  • Live tracker: The classic dashboard use case. Set time periods to rolling and add a set of charts to track important metrics vs. targets.
  • Ad-hoc analysis: During meetings, open up Steep and collaborate with others to find answers to spontaneous questions. Allow everyone to contribute to the same report.
  • Personal exploration: Investigate for yourself and save charts to a private report that you can iterate on before sharing with others.

Create new report

Go to the All reports page, and press Add report. Give your new report a title.

All reports

Charts

Add charts

All the ways to explore a metric can be saved as a chart in a report. You can add metric charts to your reports in two ways:

From a report

  1. Hover over the report to find the + button
  2. Click it and choose Chart
  3. Decide on a metric view to add
  4. Done

Add chart from report

From a metric

  1. Go to a metric
  2. Select a preferred view of the metric
  3. Click Save to report
  4. Choose an exisiting report or create a new report
  5. Done

Add chart from metric

Edit chart

Hit the Edit-icon in the top right corner of a chart to edit. For example, you can change the time period, add a target or change the title. When you’re done the changes will immediately be saved for everyone.

Edit chart

Duplicate chart

Duplicate a chart from the top right corner of a chart.

Go to metric

Navigate to the metrics explore page from the top right corner of a chart.

Delete chart

Delete a chart from the top right corner of a chart.

Chart menu

Chart examples

Chart with target

Charts with comparison and breakdown

Charts with comparison and breakdown

Tables

Tables are great for getting an overview of multiple metrics. Breaking down the data over time or a common dimension to quickly get a powerful view of the numbers.

Add tables

  1. Hover over the report to find the + button
  2. Click it and choose table
  3. A blank table is added to your report
  4. Directly on the table, add your metrics
  5. Add a title
  6. Done

Add table

Edit tables

Tables can be edited directly in reports.

Adding and deleting metrics

Click on the + Add metric button to add metrics. To delete metrics from the table click on the metric and click Remove.

Add metrics

Remove metrics

Targets

If your metric has targets associated with them, you can add those directly to the table.

Compare over time

For each metric you can compared to previous year or the time period of your table. For example, if your table looks at the last month, you can compare your metric to month before.

Compare and targets

Change compared to metric

When you have added a target or compared to a previous time period click on the compare value to can add the absolute and percentage change compared to the metric.

Compare and targets

Colors

Table colors

Color code your metrics based of off:

  • Based on actuals
  • Compared to target
  • Compared to previous year
  • Compared to previous period

Drag, drop and Transpose

Flip the column and rows to switch which axis your metrics sit on.

Drag and drop metrics and dimension breakdowns to reorder them.

Drag, drop and transpose

Breakdown, filter and time period

Hit Edit-icon in the top right corner of a table to choose a breakdown, filter and time period for your table.

Table breakdown

Select a time period: In the Time dropdown menu, choose the specific time period you'd like to display for your table. By default the table will display the last 6 month.

Choose a breakdown: In the Breakdown dropdown menu, you can decide how to group your data. Select either a time grain or a dimension to break down the data.

Apply filters: In the Filter dropdown menu, you can add dimension filters to narrow down the data displayed.

Expand tables

If your table has many columns, you can expand the table to match the width of your screen. Toggle the expand-icon in the top right corner of your table to make it wide.

Expand table

Duplicate table

Duplicate a table from the top right corner of a chart.

Delete table

Delete a table from the top right corner of a table by clicking the ...

Duplicate table

Table examples

Table example

Table example

Table example

Big numbers

With big number blocks, you can choose to add multiple metrics to one block or have a single metric broken down by dimension.

Edit big numbers

Add big number metrics

  1. Hover over the report to find the + button
  2. Click it and choose Big number
  3. From the edit panel, select the metrics you want to add
  4. Add a title
  5. Click Save

Add big number breakdown

  1. Hover over the report to find the + button
  2. Click it and choose Big number
  3. From the edit panel, select breakdown
  4. Select the metric you want to breakdown
  5. Select the dimension you want to use for the breakdown
  6. Add a title
  7. Click Save

Edit big numbers

Time

Set a time period. The same time time period will be applied to all metrics in the same block.

Compare over time

For each metric you can compare to previous year or the time period of your table. For example, if your table looks at the last month, you can compare your metric to month before.

Filters

Once you have added a metric, you can apply a filter. If the big number block has multiple metrics, the filter is applied to all metrics. If one of those metrics does not have that dimension then no big number will be shown for that metric.

Colors

You can also choose from 7 different color options.

Big number examples Big numbers examples

Filters

Filters are a powerful feature of reports, they allow you to build one report that can be viewed dynamically by your whole company. Report editors decide what filters to add, but all report viewers can use them.

Filters

Two types of filters can be added to reports. Time and/or dimensions.

  • Time can be set to days, weeks, months, quarters, years or custom date range. This lets you quickly navigate all blocks through time to get the full picture.
  • Dimensions - pick any values you have available for the blocks in your report, for example, specific markets or segments, and drill down in all blocks at the same time.

Add filter

To add a filter, go to the top right hand corner of your report and click Filters. Select which filters you want to use on the report

Remove Filter

There are two ways to remove a filter.

  1. Go to the top right hand corner of your report and click Filters. Click on the specific filter you want to remove or select Remove all filters.
  2. Click on the filter → … → Remove filter

Add Filters

Once a filter is added, the editor can choose to only use it one time or save it for everyone. If you save it for everyone the filter will be added to everyone currently viewing the report and all future viewers.

Save for everyone

Use filter

Any viewer can explore a report using filters once they are added. Adding a filter will only change the report temporarily for the viewer, and be reset once the report is closed.

Filter logic

An active filter overrides a chart blocks saved set up. For example if you saved a chart to show a specific market such as the US and then add a filter to view the market France, the chart will show France.

Time grains

Be mindful on chart time grains when setting up a report with time period filters. Any chart with a larger time grain saved, will appear empty when a viewer filters on a shorter time period. For example if the time grain on a chart is quarters and the filter is the last month, that report will show up empty. Setting time grains to “auto” for charts in a report with filters is recommended for the optimal experience.

Bypass filter

In the top right hand corner of each chart and table you can choose to Bypass filters to leave those specific blocks unaffected by filters.

Use this to add a total or a benchmark chart to you report that will be left unaffected by any filter applied

Bypass filter

Fixed and rolling periods

Charts and tables can either be set to a fixed or a rolling time period. Rolling time periods tracks the current date and is useful for reports that tracks the development of metrics over time. Fixed time periods stay fixed on the chosen period (e.g. Q1 2023) and is useful for reporting purposes or for analyses that focus on a specific moment in time.

Fixed period

Choose a specific period using the time stepper, like May, to create a chart with a fixed time period.

You can also use the customer date picker display a specific fixed period.

Fixed period example

Rolling period

Select a current period like Last 30 days and your chart will display a rolling period that updates daily.

Rolling period example

Copy data

Here’s how to easily copy data from a chart or table to use it in external tools like Google Sheets or Excel:

  • Click “…” at the top right hand corner of your chart or table.
  • Click 'Copy data'.
  • Paste the data in your external tool.

Text and style

Add text blocks to your report, by clicking on the + button and select Text.

To format your text, simply highlight the text and apply any of the following styles:

  • Large and small headings (H1/H2)
  • Bold
  • Italic
  • Bullets and numbered lists

Style text

Divider

Insert a divider to visually separate sections in your report. Hit + and choose Divider to insert.

Divider

Drag and drop

Any content block in a Steep report can be dragged and dropped around the page. You can place up to four blocks beside each other in reports.

  • Hover over any block of content and use the ⋮⋮ icon that appears as a handle to to drag it around.
  • Blue guides will appear and show you where it will go.
  • Release the block to drop it wherever you want it.
  • Dropping a block to the left or right of another block will create a two-column layout.

Drag and drop

Report icons

Add an icon to your Steep report to make it easier to find in your report list. Icons appear alongside report names everywhere within Steep.

  • Hover above your report title and click + Add icon
  • Pick an icon and a color
  • Click the icon to edit or remove it

Have an icon idea or request? Let us know at icons@steep.app.

Report icons

Share and permissions

Start working on your report independently and hit Share whenever you are ready. You can give view or edit access to:

  • Individuals
  • Selected teams
  • Entire workspace

Admin can always change reports permissions.

Copy link

Open the share menu and copy the link to the report.

Share

Collaborative editing

A group of members can collaborate on editing a report together. You can view the list of participants currently working on the report in the top right corner. Any updates made by your collaborators will be instantly reflected on your screen.

Collaborative editing

Slack subscriptions

Schedule report send-outs directly to your Slack channels—daily, weekly, or monthly. Get PDFs and live report links right where your team collaborates, ensuring everyone stays in the loop with the latest numbers.

Learn about Slack subscriptions ->

PDF export

Create beautiful PDFs of your reports with crisp vector graphics. Hit “…” in the top right of your report to create PDF

Delete report

Hit ⋯ in the top right of your report to delete a report.

Everyone with full access to a report can delete the report.

Delete