Quickstart Guide

Step 1 - Add a connection

Open Connections, click New connection, choose your source, and enter the required setup details. Test the connection before saving so QueryCanvas can validate access and load the source correctly.

Step 2 - Open Canvas

Go to Canvas and choose your saved connection from the main selector. QueryCanvas will load the schema snapshot and make the source available for report building.

Step 3 - Ask a question or build the query

Use the AI prompt to describe the result you want, or build the query manually by choosing fields, filters, and sorting. Start with a narrow result set first so you can validate the output quickly.

Step 4 - Review the results

Confirm the returned rows, totals, and field formatting. If the result is not right yet, adjust the filters, fields, or prompt and rerun the query.

Step 5 - Save the report

Save the report with a clear name and description so it is easy to reuse later. Saved reports can be shared, exported, scheduled, and used as the source for dashboard widgets.

Step 6 - Add it to a dashboard

Open Dashboards, create a dashboard, and add a widget from your saved report or directly from a connection/table source. Pick the widget type, configure the fields, and save it.

Recommended next steps

• Invite teammates so they can review dashboards and reports with you.
• Share a report or dashboard publicly when you need a simple read-only link.
• Schedule recurring reports when a stakeholder needs regular updates.
• Review the connection-specific guides in Help if a source needs extra setup.