Scoop Login
User Guide
Start typing to search…

Scoop Quick-Start Guide

Welcome to Scoop Analytics! This guide will take you from first login to sharing a live interactive canvas—no code or technical setup required. Follow these steps to upload your data, get actionable insights instantly, and create a shareable analytics workspace.

1. Sign Up & Log In

  1. Open Scoop Analytics in your browser.
  2. Click Sign Up to create your account.
  3. Complete the registration form, or log in with your Google account via Continue with Google.
  4. Confirm your email if prompted.

Tip: Scoop works best in Chrome or Edge.

2. Create a New Workspace (Optional)

Scoop will automatically create a Default Workspace for new users. To organize projects or collaborate with teammates:

  • Click your profile icon (top right)
  • Select Workspaces
  • Click + New Workspace, name it, and set access if inviting others

3. Upload Your CSV Data

  1. In your workspace, click on Datasets in the left navigation menu.
  2. Click the + New Dataset button.
  3. Select File Upload and choose a CSV (comma, tab, or Excel-delimited) from your computer.
  4. Give your dataset a meaningful name. Optionally, add a description.
  5. Click Next.
  6. Leave choice of uploading to existing dataset, and then click Upload.

Scoop will automatically scan your file, recognize separators, detect column types, and identify dates or totals.

Tip: Make sure your CSV includes headers in the first row.


4. Explore Auto-Insights & Data Overview

Once uploaded, you'll see two options:


  • AI Insights: Scoop will analyze your dataset, determine an overall narrative, generate visualizations and summaries, conduct automated machine learning to identify relationships, and then create a full presentation that you can download.
  • Start working freely: Utilize this to go straight to analyzing your data without any automated analysis.

5. Build & Preview a Chart

  1. Click Explorer or New Visualization in your dataset view.
  2. Choose a chart type (e.g., Column, Bar, Pie). For time trends, select a Line chart.
  3. Select your Metrics (e.g., Sales Amount, Count). Then optionally choose Attributes (e.g., Category, Region) to categorize your data.
  4. Watch the chart preview update live as you tweak groupings, filters, or time periods.
  5. (Optional) Apply filters using the side panel to focus on segments, ranges, or time frames
  6. Click Save Visualization once happy with your chart.

Tip: Want to see a KPI? Select a single metric and click KPI to create an auto-calculated indicator.

6. Add Your Chart to a Canvas

  1. Click Canvas in the left navigation.
  2. Click + New Canvas and name it (e.g., "Q2 Sales Dashboard").
  3. Drag your saved chart from the Visualizations panel onto the canvas, or click Insert > Saved Visualization.
  4. Arrange, resize, or style your chart as needed. Combine with tables, KPIs, text, or images for a richer story.
  5. Add more charts if desired—layer visuals to build up your analytic narrative.

Tip: Adjust canvas styles and colors to match your company's branding or import a PowerPoint deck for seamless executive presentation design.

7. Share Your Live Canvas

  1. Click Share (top right of canvas editor).
  2. Choose Copy Link to get a secure, view-only URL—ready to send via email, Slack, or directly to a stakeholder.
  3. Or, share directly with team members by inviting their emails for live collaboration.
  4. Recipients see up-to-date data and can interact with filters—but cannot edit unless you grant access.

Tip: Use Export to download the canvas as a PowerPoint deck or PDF—preserving your analytic story for offline or executive meetings.

Next Up: Level Up Your Analytics

You’ve shared your first live analysis! Here’s what to try next:

  • Connect to SaaS Sources: Go to Datasets > Connect Data, and link Salesforce, HubSpot, Snowflake, and more (over 100+ connectors)
  • Transform Data Like a Spreadsheet: Use Worksheet for powerful, Excel-style data prep and formula-driven transformations
  • Unlock AI & Machine Learning: Ask questions in chat ("Find me trends in revenue by region") or auto-segment your data with one click
  • Automate Reports: Schedule recurring data snapshots and presentations for ongoing business reviews

Tip: Explore in-product tutorials and interactive guides via the ? help menu—Scoop will walk you through advanced features, step-by-step.

Welcome to effortless analytics. Your data journey starts now with Scoop!

Updated 23 days ago