Saved Reports

Saved Reports provides a way to manage reports saved from Playground and spreadsheet integrations, i.e., Cube Cloud for Sheets and Cube Cloud for Excel.

You can create reports and then manage them: view reports, organize them into folders, and share them with your team.

Creating reports

Playground

You can compose a query to a view in Playground and then save it by clicking the Save Report button.

Spreadsheets

You can create a report in Cube Cloud for Sheets or Cube Cloud for Excel. When ready, click the Save button to save the report.

Managing reports

You can find all saved reports by going to Saved Reports in the top-level menu.

Viewing reports

View reports in the root folder or navigate to subfolders to view reports there.

Organizing reports

You can organize reports into folders. Click + New Folder to create a new folder.

If you’d like to move a report into another folder, click … → Move and select the destination folder in the modal window.

Sharing reports

You can share reports with members of your team by managing their access control roles.

If you’d like to share a report with a team member, click … → Share and select the role in the modal window.