---
title: 5 Steps to Creating an Intelligent Report
description: You're only five simple steps away to creating an Intelligent Report!
---

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# 5 Steps to Creating an Intelligent Report

## You're only five simple steps away to creating an Intelligent Report!

These are the general steps to creating an Intelligent Report (IR), additional articles in the knowledge base go into further detail.

1\) Use Metolius charting to determine what data is interesting, applicable to your goal and will tell the story you wish to express.

[This article explains how to create a chart to explore your data.](https://knowledgebase.metoliusaa.com/kb/portal/en/kb/articles/analysis-how-to-create-a-chart-to-analyze-survey-data?hsLang=en)

2\) Export this data into IR.

[This article explains saving a dataset to the IR module.](https://knowledgebase.metoliusaa.com/kb/manage-datasets?hsLang=en)

3\) Create an IR Template by adding widgets that will help tell your story through data.

[This article explains how to build an IR template.](https://knowledgebase.metoliusaa.com/kb/how-to-create-an-intelligent-report-template?hsLang=en)

4\) Build a report from your IR template.

If you forgot to add a widget while creating your template, don't worry, just add more while you build the report as your template is just the starting point.

[This article explains how to generate an IR report.](https://knowledgebase.metoliusaa.com/kb/how-to-generate-an-intelligent-report?hsLang=en)

5\) Save the report, but come back to edit it as much as you need.

 

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