Access saved reports and charts in the Report Manager, your one-stop home for all reporting content.

Select Report Manager under Reports in the main navigation menu to get here. You can then jump into saved reports, make changes to reports, as well as share these with team members.

Find most management actions by selecting the edit icon on the far right of each report:
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Explore some of the options available to you below:

Simply select the report or chart you’re after to open it up. Use the search bar, or the filters on the left, if you have a long list of reports available to you, or better yet, favorite the report for quick access.

Organise your reports and charts into folders. Simply select the edit icon on the far right of the report or chart, and then move to folder.

Then select + New folder to create a new folder for your content to go into, or select an existing folder in the list.

Folders can contain both reports and charts.

Favorite your report by clicking the star to the left of its name, or by selecting the edit icon on the right of the screen, and then the favorite toggle.

This will keep your reports in the Favorite area (found in the left sidebar on the Report Manager page), for easy access. If you have a report that you use regularly, we recommend favoriting it.

Duplicate a report to easily create an additional report or chart, using the original as a template.

This is useful if you'd like to set up reports on similar metrics, but for different time periods, or looking at different teams.

Share specific reports with your team members. You can give members view-only access, or you can also give them permission to edit and make changes.

Users with edit access can:

Users with edit access cannot:

Only the primary owner can delete the report or chart, or transfer ownership to someone else to manage. Use the make primary owner button to transfer ownership.

Delete reports by selecting the edit icon on the far right, and then delete.

Use the download report option under share to export your report to your chosen format.

You may need to make changes to who you are reporting on, what you are reporting on, or the time period. As the owner of a report you can do so at any point.

To do so, navigate to the report via the Report Manager and select the report to open it up.

Selecting Save will overwrite your existing report.

If you want to save the report as a copy and not overwrite the original, duplicate the report and then make your changes.

Simply select the filter icon next to who you are reporting on (i.e., the first column in your report). Here you can change who you are reporting on (for example, from specific teams to specific users), or you can filter the teams or individuals selected.

You may want to do this if for example, as a manager you have set up a report showing a single team's data, but now have a new team you're managing that you would also like to include.

To change an existing metric or field, select the settings cog icon, next to the column heading.

Options here include removing the metric, duplicating the metric, changing the metric itself to a different one or a user profile field, as well as changing metric values (e.g., to average) or filtering the performance data displayed.

In addition to ownership and sharing, four platform-level permissions grant broader visibility or control across all reports and charts in your company, regardless of who owns them: