You can create a new workspace anytime from the SkyDesk Reports home page. SkyDesk Reports offers various options to create a workspace. The workspaces you create are listed at the top of the home screen.
When you create a workspace in any of the options provided, you need to provide a name which is mandatory and should be unique. You can optionally provide a description.
Use this option if you would like to create a blank workspace and then subsequently add your data/datasets as tables later.
On successful creation, you will be taken inside the workspace where you can add your data as tables and create reports.
Often you already have data locally stored in tabular file formats like CSV, XLS/XLSX (Excel), XML, JSON and HTML files, which you would like to import into SkyDesk Reports for analysis and reporting. In SkyDesk Reports, you can easily import your data from such file formats and jump start your activities.
Click the Import from Files and Feed option to create a workspace by importing data. Follow this link to read more about creating a workspace using this import data option.
You can also create a workspace by importing data from cloud storage like SkyDesk Docs, Google Drive, Dropbox, Box and OneDrive. Click the Import from Cloud Storage option to create a workspace by importing data. Follow this link to read more about creating a workspace using this import data option.
In case you maintain your data in database such as MS Access, Microsoft SQL Server, Oracle, MySQL, Sybase, PostgreSQL SQLite, DB2, DB2 AS/400, and other applications behind firewall or in a cloud database such as SQL Azure, then you could synchronize data from your databases into SkyDesk Reports workspace using our Upload Tool. SkyDesk Reports Upload Tool is a downloadable standalone utility, that enables you to upload data from your databases into SkyDesk Reports workspace.
Using the Upload Tool you can pull data from application databases behind firewall and cloud database to upload the same into SkyDesk Reports. The tool directly accesses your database, queries for the required data and uploads it to SkyDesk Reports. Upload Tool also allows you to automate the import process at scheduled intervals. With this your workspace will be updated with latest data without manual intervention and thus keeps your reports and dashboards latest for better analysis.
To know how to fetch data from your database using Upload Tool, refer to the Upload Tool section.
SkyDesk Reports integrates with various popular business applications enabling you to easily pull data from these applications enabling you to do powerful analysis and reporting over this business data.
SkyDesk Reports supports integration with the following SkyDesk services. To know more on how to setup integration and create reports over your data, refer to the corresponding help section.
SkyDesk Reports offers a useful set of business relevant templates which you can use to easily create your workspace. Follow the steps given below to create a workspace from template.
On successful creation, you will be taken inside the workspace where you will see a list of tables and reports created by default for the template that you had chosen. The workspace will contain some sample data if you had checked the option Populate with Sample Data in the workspace creation step.
SkyDesk Reports provides the following templates: