Create and organize reports

Reports bring reusable views of your data into one place. Use them for recurring questions such as weekly performance, acquisition trends, or operational monitoring.

Create a report

1. Open Reports and select New report.
2. Give the report a descriptive name.
3. Use the report editor and its conversation to describe the views you need. Specify the source, metrics, and date range.
4. Review the resulting widgets and their data before sharing the report.

Start with one clear question. Add supporting views only when they help someone interpret the result.

Organize reports

Use folders to group related reports. Reports can be reordered or moved into folders from the Reports list. Folder access can affect who has access to a report, so review permissions when moving shared work.

Refresh an analysis widget

Analysis widgets are refreshed explicitly and use analysis capacity. Refreshing other report data does not automatically regenerate every analysis widget. Check the analysis age before treating its explanation as current.

Share a report

Use Share to manage member access or a public link. Read Sharing and access before distributing a report outside your team.