Reports

View, manage, and distribute report templates and generated reports.

The Reports page is your central hub for organizing and managing your reports. It is split into two tabs, allowing you to quickly browse your report history or configure report templates:

• Generated Reports: View a list of all completed reports and download them as needed. For reports with attachments, the Name field indicates the number of attached files.
• Report Templates: View all report templates you have access to, including system templates and custom templates created by you or shared with you.

From the Reports page, you can perform the following tasks on your report templates:

• Create templates: Create a new report template from scratch in the report builder.
• Generate reports: Run any report template to immediately generate and download a report.

Data scoping: Reports pre-fetch data based on the scope of the user who last saved the template. Ensure the template creator has the appropriate data permissions to provide the intended results for the report recipients.

• Edit templates: Rename the template, update its description, adjust the layout, or modify widget data.
• Duplicate: Create a copy of an existing template to use as a starting point for a new version.
• Import: Import report configurations in JSON format.
• Export: Export the report template configuration as a JSON file.
• Manage access: Share custom templates with other users, groups, or API keys. Custom templates are Restricted by default but can be assigned the following visibility levels:

  • Public: Visible to all users with the appropriate role permissions to view reports.
  • Restricted: Visible only to the template owner and specific authorized users or groups.

Icons in the Source column can help you to identify the security access and status of your reports. For more information, see Access and visibility for dashboards and reports.