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Create and Share Reports

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What is this feature?

Reports let you save a Dashboard or analysis results as a document and, when needed, share it externally through a Share Link.

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When should I use it?

  • When you need to share analysis results with a client or internal team
  • When you want to save Dashboard results from a specific point in time
  • When you want to send a public link to external stakeholders
  • When you want to set a password or expiration conditions for a Share Link

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Before you begin

  • You need a Dashboard to save as a Report.
  • Creating, editing, or deleting Reports may require Writer or Admin permissions.
  • Creating, editing, or deleting Share Links may also require write permissions.

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How to use it

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1. Create a Report

  1. Open the Dashboard or analysis page you want to save.
  2. Select Create Report.
  3. Enter a title and any required options.
  4. Save the Report. You can then find it in the Report list or Report detail page.
A Report saves a Dashboard snapshot from the time it is created. If the original Dashboard is changed later, the saved Report content may be managed separately.

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2. View the Report list

  1. Go to the Report menu.
  2. Review the list of Reports in the workspace.
  3. Use sorting and pagination to find the Report you need.

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3. Edit a Report

  1. Open the Report detail page.
  2. Edit the title or any supported field values.
  3. Save and confirm that your changes were applied.
  1. From the Report detail page or share settings page, select Share Link.
  2. Configure visibility, password, and expiration conditions.
  3. Create the link.
  4. Send the link to external users.
  • You can change Share Link settings.
  • You can update the password or expiration time.
  • You can delete the link when you no longer want to share it.

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Reviewing results

  • The Report you created appears in the Report list.
  • When a Share Link is active, external users can view the Report if they meet the access conditions.
  • If password or expiration conditions are set, users must satisfy those conditions before they can access the Report.

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Frequently asked questions

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Does a Report always match the Dashboard?

A Report saves a snapshot from the time it is created. Check the policy shown in the product interface to confirm whether an existing Report automatically changes when the original Dashboard changes. Check and configure the password and expiration options provided for Share Links in the product interface. The link may have been deleted or expired, the password may be incorrect, or public access may be turned off.

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Troubleshooting

SituationWhat to check
Report creation failsWhether the Dashboard exists, permissions, and whether a snapshot can be created
The Report list is emptyWorkspace selection, permissions, and filter or sort conditions
Share Link creation failsTarget Report, permissions, and share setting values
External access failsVisibility, password, expiration, and whether the link was deleted