Report Management and Navigation

Report settings provide the control you need to ensure your reports are accurate, relevant, and accessible to the right people. By managing details like ownership, permissions and naming, you maintain governance over your data and empower your team to collaborate effectively.

Finding Your Reports

The Reports page is organized into several sections to help you quickly locate what you're looking for:

• Recently Viewed: Shows the reports you've accessed most recently.

• All Reports: Displays all reports in your workspace, including the ones you've created. Note: Private reports are not visible here unless you are an Admin or have specific view or edit permissions.

• My favorites: Lists reports you have marked as a favorite.

• My reports: Shows only the reports that you have created.

• Shared with me: Displays reports that other users have shared with you

Duplicate a Report

To duplicate a report, click the three dots next to the report name and select Duplicate. This creates an exact copy of the report, retaining all original settings. Only users with edit permissions on the original report can duplicate it.

Sharing and Permissions

By default, all new reports are private, meaning they are only visible to the creator and workspace Admins. Use Share to share a report and define report permissions for each user.

• To share, select a report and click the Share button.

• Type in a user or team and click Share. They will receive a notification that a report has been shared with them.

• Once shared, all invited users will have access you have assigned (can edit or can view)

• You can edit someone's access at any time, by clicking "can edit", "can view" or remove from the dropdown against their name from this window. 
  
  

Delete a Report

You can delete a report in one of two ways:

• Click the three dots next to the report name on the main page and select Delete.
• Open the report, click the three dots in the top-left corner, and select Delete.