Manage reports in workspaces
Manage reports from the Home page without opening respective notebooks and working in the Report builder. You can access and manage the following types of reports:
Reports from all of your workspaces
Reports from workspaces shared with you
Reports from other users' Private Workspaces
The choice of available actions depends on your access type.
Option |
| You have view rights to this shared workspace | Details |
|---|---|---|---|
Share | Available | Unavailable | Opens the Update report dialog where you can change report access type or manage invitations. See more details in this topic. |
Open | Available | Opens the report. | |
Edit copy | Available if allowed by the owner (Share all content setting) | Opens a copy of the notebook associated with this report in the editor. | |
Download | Available if allowed by the owner (Share all content setting) | Downloads a copy of the original notebook used for this report. | |
Remove | Available | Unavailable | Deletes the published version of the report. |
Access and manage reports
On the left-hand sidebar, navigate to:
Shared with you: to access reports shared with you from other users' Private Workspaces. This list will also contain notebooks from the same sources.
Reports section of a selected workspace: to access reports associated with one of your own workspace or a workspace shared with you.
(Optional) Sort the Reports list by clicking the column headers.
To apply one of the applicable actions, right-click the report and select your option.
