
Open recent work, start from a template, or create something new.
Create something new
- Open Studio.
- Choose Report, Dashboard, or Slides.
- Choose Start blank or a template.
- Describe the audience and the decision the work should support.
- Review the result and ask for changes in the attached chat.

Use the chat beside your work to ask questions or make changes. This example uses sample data.
Send a regular update
Open the finished work and choose Schedule. Set how often it runs, the time zone, and the dates each update should cover. Choose who to notify when it is ready.
Choose when the update runs and which dates it covers before you create the schedule.
Share work with a client
Publish approved Studio work through the client portal.