Publish as a Report¶
The Publish as a report feature allows you to give your team members a sneak peek into your analysis. With this feature, you can share your progress, insights, and metrics with your team. Though it’s a read-only report, it is interactive. Your team can explore the data and add temporary filters to the shared report.
To share your report:
Navigate to the View you want to share
Go to “Export and Share”
Select “Publish View” option
Enter a new report name or keep the default
Invite your team members and add an optional message for them
Toggle “Auto-Sync” button to update the report automatically with every change
Once you publish your View, it gets recorded in the Pipeline as well.
Report Name: Enables renaming of the report.
Invite others to view (read-only): This is drop-down list of all the team members in your account.
Message: To add an optional message for the invited users.
Auto-Publish: Syncs the published report with new data and Pipeline changes, automatically.
Edit: Allows for editing the Report name and Users.
Republish: Updates the report with new data & Pipeline changes on manual push.
Access published reports¶
You can access the report from within the respective View or from the “Reports” in Data Library.
To access published reports or reports shared with you,
Go to the “Reports” section in the Data Library.
Click on the report you want to see.
Explore data and add filters.
Export Card filters are not retained in the reports. Make sure to convert them to Tasks before publishing the report.
Viewers can only add temporary filters and explore cards to reports shared with them. Reports go back to their original state on refresh.
You can download your reports as a .csv or an .xlsx file.
To download a report,
Go to Reports > Export & Share and
Simply select the file format.