*Report views

Create and share customized versions of your reports with different filters and permissions.

Think of report views like having different ways to look at the same photo album. You have one main album (the report), but you can create different views that show only certain photos or organize them differently for different people.

What report views are

Report views let you create customized versions of your reports with:

• Different page selections - Show only specific parts of your report

• Simplified sharing - Give people access without full report permissions

• Multiple perspectives - Same report, different focuses for different audiences

• View-only access, not editing - People can see the view but not edit the original report

Real-world example: Your city's budget report might have one view for department heads (showing all departments) and another view for city council (showing only summary totals and key highlights).

Views vs reports: what's the difference?

Reports (Full Access)

Reports are like the main document:

• Can be edited by owners and editors

• Show all data and all pages

• Full functionality available

• Can contain sensitive or detailed information

• Permissions inherited from report settings

Who uses reports:

• Report creators and collaborators

• Team members who need to edit content

• People with full access to the underlying data

Views (Customized Access)

Views are like customized copies:

• Read-only access only

• Can hide certain pages or groups

• Safe to share more broadly

• Separate permission system

Who uses views:

• External stakeholders

• People who need specific information only

• Different internal audiences

• Department heads viewing their section only

When to use report views

1

Sharing with internal stakeholders

When you need to share report insights with different groups within your organization:

• City administration sharing budget summaries with department heads

• Health department sharing vaccination data with city council

• School district sharing enrollment data with board members

2

Department-specific views

When different groups need to see different parts of the same report:

• Each department seeing only their budget allocations

• Different regions viewing their specific performance metrics

• Various teams accessing their relevant project data

3

Simplified presentations

When you want to show key insights without overwhelming detail:

• Executive summaries from detailed operational reports

• High-level trends without complex analysis

• Key performance indicators for stakeholder meetings

How views work

The relationship

1. You create a report with all your data, charts, and analysis

2. You create views from that report with specific page selections or configurations

3. You share the view links instead of the full report

4. Viewers see only what the view is configured to show

Permission structure

• Report permissions: Control who can edit the original report

• View permissions: Control who can see each specific view

• View access: Always read-only, regardless of report permissions

• View management: Only report owners and editors can create, edit, and manage views

Views automatically update when the underlying report data changes. If you update your main report, all views will reflect the new data while maintaining their specific page selections and configurations.

Getting started with views

Ready to create your first report view? Here's what you can do:

• Create a view - Set up page selections and share with others

• Manage views - Edit, organize, and maintain your views

Pro tip: Start by creating a view for yourself first to test how it looks and works before sharing it with others. This lets you make sure the filtering and presentation are exactly what you want.