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Alteryx: Creating a report

Learn how to create attractive, professional reports using your data in Alteryx.

Rendering your finished report

Now, the final step for the report - Locate the Render Tool and drag it down to the work space.  Attache it to the Layout Tool.  Click on the Render Tool to open the Configuration Pane.

 

  • For Output Mode, select Choose a Specific Output File.
  • For Output File, click on the page icon beside the Output File box.  Name your file, save as a pdf and choose location.
  • Under Report Data, for Data field, select Layout from the menu.
  • Check the boxes for Header and Footer and choose the corresponding names from the menus.
  • Check the Show Header and Footer on the first page box.
  • Choose page size and orientation.
  • Click Run

Once you have run your workflow, go to where you have saved your report document. 

Click on the pdf below to see the finished report.

 

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