Slide Reports
How to Set-up, Build & Edit Slide Reports
11 articles
Creating a New Slides Report in FluentCreating a Slides Report in Fluent involves selecting New Report, choosing Slides Report, and following one of two flows: creating a deck from scratch or importing a Google Slides template.…
Building a Slide in FluentYou can build slides in Fluent by adding a new slide in your chosen position and selecting a slide type: Cover, Section, or Content. Slides allow you to add elements,…
Configuring Deck Settings in FluentDeck Settings allow you to update the deck’s title, theme, and date range. Accessed via the cog icon, this panel lets you rename the deck, apply workspace themes, adjust reporting…
Setting Up Data Queries for SlidesEach slide in Fluent requires a data query to generate insights, charts, and metrics. You can create a new query from scratch or import an existing one. After selecting metrics…
Editing a Slide in FluentYou can edit any slide in Fluent; imported slides, slides built from scratch, or those in existing reports. Select the slide, adjust text, charts, metrics, data queries, elements, or regenerate…
Editing a Chart in Fluent SlidesCharts in Slides can be edited through three methods: using AI via Chat with Slide, manually adjusting chart titles and types, or using the chart settings panel to modify axes,…
Adding Slide-Level Instructions in FluentSlide-level instructions let you give Fluent specific context for an individual slide, such as client nuances, KPI notes, or factors affecting performance. Add instructions via the Slide Data panel, save…
Exporting Slides in FluentFluent offers three export options for sharing slide decks: a public link, exporting to Google Slides, or downloading as a PDF. Each method uses the Share & Export menu, and…
Using Presentation Mode in Fluent SlidesPresentation Mode allows you to display your slide deck full screen directly from Fluent. Open it using the Present icon, navigate slides with on-screen arrows or keyboard arrow keys, and…
Scheduling a Slide Deck in FluentYou can automate slide deck delivery using the Schedule tab in Deck Settings. Choose Slack or email, set the cadence, day, and time, and save. Fluent will then send the…
Duplicating a Deck in FluentDecks can be duplicated either from the decks list or from within the deck itself. Copies retain all content and data queries, and can be created in the same client…