How to Present and Share Reports in Breadcrumb: A Step-by-Step Guide

At Breadcrumb, we believe a report should be more than a static snapshot. It should be a story, built for sharing and engagement. That’s why we’ve designed our platform to make presenting your insights simple, polished, and interactive.

Here’s a quick step-by-step guide to presenting and sharing your reports in Breadcrumb.

Watch the Complete Tutorial

See these steps in action with our comprehensive video walkthrough:

Step 1: Organize Your Insights Into Groups

Once you’ve created your insights, bring them together into groups. Groups let you organize related insights into sections, almost like chapters in a book.

Each group highlights a different theme, and the way you arrange them sets the flow of your presentation. This structure is what turns scattered data points into a clear story for your audience.

Step 2: Add Final Touches With the Customization Panel

Before you present, refine your groups using the customization panel. Here, you can:

Edit titles to make them clearer or more impactful
Add short summaries that explain the “why” behind the numbers
Adjust chart types or displays to highlight key points

These small tweaks go a long way in making your report easier to understand and more engaging to follow.

Step 3: Choose How to Present

When your report is ready, select the group you want to share and click the Present button in the top right. You’ll see three layout options:

Auto – Adds narrative summaries to each insight and reflects the priorities you’ve set. Great for storytelling.
Grid – A traditional dashboard style, best for scanning KPIs at a glance.
Stacked – A clean, single-column layout, perfect for scrolling through from top to bottom.

Pick the format that best matches your audience and your message.

Not every report needs the same level of visibility. Breadcrumb gives you control over how you share:

Private – Keep the report just for you or select collaborators
Organization – Share across your team or company
Public – Open your report for anyone to see

You can even embed reports into your portal, website, or customer platform—either publicly or privately—making it easy to put insights right where your audience needs them.

Step 5: Present in a Storytelling Format

When launched, your report appears in a storytelling, narrative format. Instead of static visuals, your insights flow in a sequence, with summaries that connect the dots and guide your audience through the story.

And here’s where Breadcrumb goes further: viewers can open a chatbot inside the report to ask questions and explore the data themselves. This makes your report interactive, engaging, and tailored to the people you’re sharing with.

Why This Matters

With Breadcrumb, reports aren’t just about sharing numbers. They’re about presenting stories, starting conversations, and creating connections.

Ready to take your reporting to the next level? 👉 Get started with Breadcrumb today