With Cube reports, you can save a view of your spreadsheet and make it accessible in the Cube Workspace—so stakeholders can work directly with the data they need, without relying on manual updates.
Users can apply filters, fetch the latest values, enter data into editable cells, and publish updates back to Cube. Reports also preserve formatting, formulas, and access controls, so each user only sees and edits the data they’re authorized to work with.
This is especially valuable for executive and board reporting, where consistency, clarity, and access to the latest data are key.
Why use reports for stakeholder access?
Reports in Cube help you:
- Maintain control over the format, structure, and formulas of high-visibility reports.
- Reduce time spent sending spreadsheets or generating exports.
- Ensure stakeholders always see the most current data.
- Enable filterable, permission-controlled access while protecting sensitive information.
For example, create a report with department-level budget vs. actuals, and allow each leader to filter to their department and fetch current data before a monthly review.
Build a stakeholder report
To set up a report for stakeholders:
- Start in your spreadsheet (Excel or Google Sheets).
- Build the layout you want to share—either from scratch or by connecting an existing workbook to Cube. Format for clarity with bold totals, section headers, filters, and consistent labels and add formulas. Learn more about supported formatting and formulas.
- Save the report to Cube using the Publish > Web Report tab in the Spreadsheet App.
- Share the report using the link (from the Workspace) or the sharing settings (from the Workspace or Spreadsheet Apps).
Learn more about creating and sharing reports.
Invite stakeholders to Cube and set their permissions.
Tips for executive and board reporting
Use these best practices to create high-impact stakeholder reports:
Structure for Scanability
- Limit the visible data to only what the stakeholder needs through constructing the report with limited dimension members or ensuring their user has the correct data access role.
- Use filters to allow interactivity (e.g., by Department, Scenario, and Time). When building a range, any dimension in filters instead of rows and columns will be filterable for the report.
- Apply spacing and shading to guide the viewer’s eye. See supported formatting and formulas.
Maintain Visual Consistency
- Match fonts, colors, and styles across stakeholder reports. Learn which formatting options are supported.
- Use folder structures in the Workspace to group related reports by audience or purpose. Learn how to organize your reports.
Accessing reports in the workspace
Stakeholders can open reports from the Reports page in the Cube Workspace or in a spreadsheet with the Spreadsheet App. There, they can:
- Adjust filters to view the data that’s relevant to them.
- Click Fetch to load the most current values.
- View the report with the designed formatting, structure, and formulas.
Learn more about opening and using reports.