Workbooks combine multiple reports into unified dashboards with Tepun AI Report Builder. Create comprehensive analytics experiences with multi-page layouts, cross-report filters, and presentation mode.
What are Workbooks?
Workbooks in Tepun reports are containers that organize multiple visualization reports, data reports, and content blocks into cohesive dashboards:
- Multi-Report: Combine charts, tables, and metrics on a single page
- Multi-Page: Organize related content across tabbed pages
- Cross-Report Filters: One filter controls all reports simultaneously
- Presentation Ready: Full-screen mode for meetings and presentations
Multi-Page
Organize reports across multiple pages with tab navigation.
Flexible Layout
Grid-based layouts with drag-and-drop positioning.
Unified Filters
Single filter controls that affect all reports in the workbook.
Full Screen
Present workbooks in immersive full-screen for meetings.
The Traditional Way: Before AI Workbooks
Before Tepun AI, building dashboards was tedious:
- Manual Layout: Pixel-by-pixel positioning of each report element
- Filter Synchronization: Complex parameter passing between reports
- Design Inconsistency: Each report styled independently, requiring manual alignment
- Slow Iteration: Moving one element meant adjusting many others
- Limited Templates: Rigid layouts that didn't adapt to content
How AI Transforms Workbook Creation
Tepun AI Report Builder makes dashboard creation conversational:
AI Dashboard Generation: Say "Create a sales dashboard with revenue trends, top products, and regional breakdown" and Tepun AI creates a complete multi-report workbook — layout, reports, and filters all configured.
Describe Your Dashboard
Tell AI what you want to see. It creates multiple reports and arranges them.
Smart Layout
AI arranges reports in visually balanced, responsive layouts.
Workbook Suggestions
One-click creation from AI-suggested dashboard templates.
Easy Additions
"Add a customer count metric to this page" — instant updates.
Workbook Use Cases
| Use Case | What to Include |
|---|---|
| Executive Summary | KPI metrics, trend charts, top performers, alerts |
| Sales Dashboard | Pipeline chart, revenue by region, top deals, activity metrics |
| Operations Monitor | Real-time metrics, inventory levels, process status, alerts |
| Customer Analytics | Cohort charts, retention curves, segment breakdowns, lifetime value |
Topics in This Section
Master workbooks in Tepun AI Report Builder:
How to Create
Build workbooks with Ask AI or start from scratch.
Add Content
Add reports, metrics, text blocks, and images to your workbook.
Add Filters
Create cross-report filters that control multiple reports.
Design & Layout
Customize themes, layouts, and visual appearance.
Manage Pages
Add, rename, reorder, and delete pages in your workbook.
Present & Share
Use full-screen mode and share workbooks with your team.
Build powerful dashboards at report.tepun.com — create your first workbook.