In 2024, Canix has transitioned to a new reporting platform called ThoughtSpot.

ThoughtSpot is an innovative AI-powered analytics platform that enables you to view and analyze your data through a search-based user interface. You can create your searches quickly and easily by typing them into a search bar, like you do when using an Internet search engine. ThoughtSpot makes it easy to see your data, get your questions answered, create interactive graphs, and customize dashboards. You don’t need to understand how ThoughtSpot stores information, attend days of training, or know SQL to do these things.

1. What service options are available for Canix customers?

2. When will ThoughtSpot be available?

3. What’s going to happen to all my existing scheduled reports?

4. How do I learn to use ThoughtSpot?

5. Who do I contact if I need help using ThoughtSpot?

What service options are available for Canix customers?

Service options will be divided into two main categories: default reporting and custom reporting.

Default Reporting

All customers will have access to embedded default reports as a standard part of their Canix service contract, similar to the existing Looker Reports.

Default reporting features include:

• Standard Canix-generated reports
  • All existing Looker reports will be created in ThoughtSpot, plus new reports based on customer feedback. Some tables may be combined or have updated formatting to reduce duplications and join key data for improved reporting.
• Standard Canix-generated dashboards
• More granular options for scheduling and sharing reports, including
  • Trigger-based automations (send reports when data reaches a specified threshold)
  • Access to underlying data
  • Presentation mode, which allows for active drilldowns
• Improved download caps (1 million rows)
• More granular permissions
• Faster loading speeds
• Temporary drill-downs, filters, and alternative visualization options

Read more about the updated reporting in Canix here.

Custom Reporting

Custom reporting will be available as an add-on service for all interested customers. Read more about Custom Reporting and how to gain access here.

Custom reporting features include:

• All features and reports available in default reporting
• The ability to create and save embedded custom reports, including:
  • Private reports
  • Copying and modifying default reports and dashboards
  • Creating your own reports from scratch
  • Use of the AI-powered natural language search bar to generate reports
  • Combining variables across existing data tables for expanded analyses
  • Use of formulas to create your own calculations and insights
  • New and improved data visualization options, plus comprehensive modification options
• The ability to create custom dashboards, including KPI monitor alerts
• Additional datasets for analysis
• Syncing to Excel and Google Sheets

Are all ThoughtSpot features available in custom reporting?

The following features will not currently be supported but are open to consideration based on customer demand. If you are interested in these features, please follow the links to vote in our feedback platform, Canny.

• SpotIQ, ThoughtSpot’s AI tool for forecasting, trend/change analyses, outlier detection, and inferential statistics (Vote here)
• The ability to import/connect external datasets (Vote here)

When will ThoughtSpot be available?

Custom Reporting

Custom Reporting with ThoughtSpot is now available. Please contact help@canix.com if you would like to join our group of beta testers. Custom reporting will be available free of charge during the beta phase.

Default Reporting

ThoughtSpot default reporting is now available. This article describes the updated functionality as well as how the legacy reports in Looker map to the new reports in ThoughtSpot.

What’s going to happen to all my existing scheduled reports?

Your existing scheduled reports will be migrated to ThoughtSpot. We recommend reviewing your report schedules in ThoughtSpot to see if you can benefit from the expanded options. 

How do I learn to use ThoughtSpot?

You can get started with information on using Custom Reporting in this help center article.

ThoughtSpot provides comprehensive, on-demand training at no charge, which is best suited for those using Custom Reporting.

You will be required to create a free account to access the trainings.

We’ve identified two courses that address all of the features that will get you the most out of your custom reporting subscription:

1. Business User Learning Path

This course covers basic functionality, including:

• How to use the natural language search to create your own reports
• Using data filters and keywords to modify reports
• Customizing charts and visualizations
• Using dashboards
• Creating KPI monitor alerts
• Sharing reports and dashboards

2. Business Analyst Learning Path

This course covers more advanced functionality, including:

• Creating and editing dashboards
• Advanced use of keywords
• How to create and use formulas
• Using data parameters
• Using ThoughtSpot Sync, which allows you to sync data to external platforms

Note: This course includes a learning module on SpotIQ, which is not currently available in Canix. Please see this section to vote for SpotIQ to be released. 

Who do I contact if I need help using ThoughtSpot?

Please contact help@canix.com for all reporting needs. The ThoughtSpot team does not provide direct support to end users.