Saved Reports

Saved reports are named, reusable report configurations. Instead of rebuilding filters and groupings every session, you save the configuration once and reload it in a click.

Creating a saved report

1. Open the Reports tab.
2. Configure a report: choose a metric, set filters, choose a grouping.
3. Click Save Report.
4. Enter a name:
   • Use a clear, consistent naming convention: "Weekly Document Status — Structural" is better than "My Report 1"
   • Include the scope in the name if the project has multiple similar reports (e.g. discipline, date range)
5. Choose visibility:
   • Personal (default) — only you see this report in the Reports tab
   • Shared — all project members with view_reports permission see this report
6. Click Save.

Loading a saved report

1. Open the Reports tab.
2. In the Saved Reports panel (left side or top dropdown), find the report by name.
3. Click the report name to load it — all filters and groupings are restored.
4. Click Run or the results update automatically.

Editing a saved report

1. Load the saved report.
2. Modify any filter, grouping, or metric.
3. Click Save → Update existing report to overwrite the saved configuration.
4. Or click Save as new to create a new report while preserving the original.

Deleting a saved report

1. In the Saved Reports panel, find the report.
2. Click ⋮ → Delete.
3. Confirm.

You can delete:

• Any report you created
• Any shared report (if you are the creator or a Project Admin)

Project Admins can delete shared reports created by others that are outdated or misleading.

Sharing best practices

Limit shared reports to the most useful, consistently maintained ones. Aim for 5–10 well-named shared reports rather than dozens of rarely-used ones. See Reporting Governance for full guidance.

What's next

• Reports Tab — overview of all available metrics
• Report Metrics Reference — every metric defined with calculation details
• Reporting Governance — who can create, share, and export reports