How to Create

How to Create a Workbook

Build workbooks with Ask AI or start from scratch in Tepun AI Report Builder.

Create with Ask AI

1. Open Ask AI — Click from anywhere at report.tepun.com
2. Request a Workbook:
   • "Create a sales dashboard workbook"
   • "Build a workbook with revenue trends and top products"
   • "Make a customer analytics dashboard"
3. Review Generated Content — AI creates multiple reports and arranges them
4. Request Adjustments — "Add a metric card" or "Put chart on separate page"
5. Save Workbook — Name and save

Create Manually

1. Navigate to Workbooks — Click in main menu
2. Click New Workbook — Start creation wizard
3. Enter Details — Name and description
4. Choose Layout — Select template
5. Create — Initialize empty workbook
6. Add Content — Start adding reports

Learn how to add content to workbooks.