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App version: 3.4.14

Create a report

When you create a report, it's first saved as your private draft. To make a report available to other users, publish it.

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Create a draft​

When you create a report or edit an already published one, you create a draft version of it. Then, each time you apply changes, the draft gets updated. The changes you make to a draft are saved automatically.

A report can have only one draft version.

Create an empty report​

To create an empty report:

  1. Navigate to the Reports section of your project.
  2. From the top right corner, select New report.

Export an existing view​

Instead of starting with an empty report, you can export an already existing view and adjust it. For details, see:

Duplicate a report​

You can create copies of an existing report and modify them without impacting the original. To duplicate a report:

  1. From the report menu (), select Duplicate report.
  2. From the dropdown, select the target project.

You can also copy reports between projects that belong to different workspaces. Note that you need at least the viewer role in the source project and at least the contributor role in the target project.

Publish a draft​

When your draft is ready, publish it. This action makes the report available to other users.

There are two ways to publish a report:

  • In the editing mode, select Publish.
  • In the Reports section, from the private draft menu (), select Publish changes.

When you publish a draft, you change it into a new version of the report. Note that a report can have multiple published versions but only one draft.

Edit a report​

To edit an already published report:

  1. Switch to the editing mode. All changes that you make in the editing mode are saved as a draft.
  2. Publish the updated draft.

Access editing mode​

There are three ways to access the editing mode:

  • In the Reports section, from the report menu (), select Edit draft or Create new draft.
  • In the Reports section, hover over a report name and select Edit draft or Create new draft.
  • When viewing a report, in the toolbar, switch from Viewing to Editing.

Rename report​

To rename the report:

  1. Switch to the editing mode.
  2. Hover over the report name and click the Edit icon.

Versioning​

Each time you publish a report, you create a new version of it.

Access version history​

To view all versions of a report:

  1. Switch to the viewing mode.
  2. From the report menu (), select Version Control.

Edit and share versions​

In the version history, hover over a version and open its options () to access the following actions:

  • Copy and share a link to a selected version
  • Edit version name and description
  • Restore an older version of a report