Insights Release / November 22nd 2023

Written by Mathilde Gomez

Last published at: November 28th, 2023

🗓 Released on November 22nd

✨Save and Share Report

We're thrilled to announce a powerful new feature in Insights that will change the way you interact with your data - the "Save and Share Report" functionality. With this update, you can now effortlessly create, save, and share customized reports tailored to your specific needs.

What's New?
 

Save Your Insights:
Say goodbye to the hassle of recreating the same report every time you need it. Now, you can build your reports with the filters, groupings, and metrics that matter to you, and then save them as templates with a personalized name.

Effortless Retrieval:
Quickly locate your saved reports whenever you need them. Our intuitive interface allows you to effortlessly find your reports, ensuring that your insights are just a click away.

Personal or Shared Options:
Choose whether you want to keep your report exclusively for yourself or share it with all users. This flexibility ensures that you have control over who benefits from your meticulously crafted insights.

How Does It Work?
 

  1. Build Your Perfect Report

Select the filters, groupings, and metrics that align with your analysis requirements.
 

  1. Save with Ease

Save your report template with a meaningful name for easy identification later.

  1. Retrieve Anytime

Access your saved reports whenever you need them, eliminating the need to recreate the wheel every time.

  1. Share the Knowledge

Decide whether to keep the report private or make it accessible to all users, streamlining collaboration and knowledge-sharing.

Why It Matters


Time Efficiency

Save time by avoiding redundant work. Once you've created your report template, it's there whenever you need it.
 

Consistency

Ensure consistency in your analysis by using the same templates for repetitive tasks, be it weekly, monthly, or as needed.
 

Collaboration

Foster collaboration by sharing your valuable insights with your team, ensuring everyone is on the same page.
 

Note

  • Templates can not be deleted yet 
  • Templates can not be shared across multiple sites
  • Templates can not bu duplicated 
 

 

This feature is designed to empower you with control, efficiency, and collaboration, making your data analysis experience in Insights more seamless and productive.

As always, your feedback is crucial to us, so feel free to share your thoughts as you explore this exciting new addition.