Communicate insights, collaborate seamlessly, and make sense of your data together. Use flexible building blocks, like charts, tables and text, to create any kind of document. All charts and tables 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 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


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 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

Adding and removing metrics

Add metrics

Remove metrics

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

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


Table breakdown

By default the metric will be shown over the last 6 month. You can customize your table by breaking down the data by another time grain or dimension you have for that metric.

You can filer which dimensions you choose to show in your table. By default we show 12 dimension values, but you can choose more or less.



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


Table colors

Color code your metrics based of off:

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

Table options

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


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.


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


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


Drag and drop

Any content block in a Steep report can be dragged and dropped around the page.

  • 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

Sharing 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.

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


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

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.