Manage saved reports

Keep your reports organized, updated, and available to the right people—all from the Cube Workspace or Spreadsheet App.

After you’ve created reports in Cube, you can rename them, organize them into folders, change sharing settings, or delete them if they’re no longer needed. You can also make changes to the report structure from your Spreadsheet Apps so they always reflect the information your team needs. These tools help you maintain clean, accurate reports in Cube

User type permissions and report sharing permissions dictate the reports a user can manage. Learn more about user types. 

Where to manage reports

You can manage saved reports in two places:

From the Reports page of the Cube Workspace: 

• Open and interact with a report
• Organize reports into folders
• Edit the name, description, and sharing settings
• Delete a report

From the Spreadsheet Apps, use the Build > Open menu to open a report, then use the Publish > Web Reports tab to save changes to it:

• Change the name, description, or sharing settings 
• Change the structure, formatting, or formulas
• Or make a new report from this one

Rename a report or update the description

Ensure the name and description of a report match the report’s purpose.

From the Reports page in the Workspace:

1. Click the Edit icon to the right of the report name.
2. Enter a new name or description.
3. Click Save.

From Publish > Web Reports tab in the Spreadsheet Apps

1. Click Edit Details.
2. Enter a new name or description.
3. Click Save.

Edit sharing settings

To update who can access a report.

From the Reports page in the Workspace:

1. Click the Edit icon to the right of the report name.
2. Use the sharing dropdown to update visibility (all users, report managers only, specific users)
3. Click Save.

From Publish > Web Reports tab in the Spreadsheet Apps

1. Click Edit Details.
2. Use the sharing dropdown to update visibility (all users, report managers only, specific users)
3. Click Save.

Cube enforces data permissions for all users, so they see only what their data access group allows. Learn more about data access groups. 

Organize reports into folders

Folders help you group related reports by team, cycle, or use case.

To create or manage folders:

1. On the Reports page of the Workspace, click +Folder.
2. Name your folder and click Save.
3. Click the Move icon next to a report and select the folder it should be moved to.
4. Click the +/- icon next to a folder to expand/collapse contents.

Delete a report

To permanently remove a report from Cube:

1. From the Reports page of the Workspace, locate the report to delete. 
2. Click the trash can icon next to the report.
3. Confirm the deletion.

If a report is currently assigned as part of a workflow task, deleting the report will remove it from the task. Learn more about workflows. 

Overwrite an existing report

If you want to update the structure, layout, or formatting of a report:

1. From the Spreadsheet App, click Build > Open and select the report.
2. Make your changes.
3. From the Publish > Web Report tab, click Overwrite Web Report.
4. Confirm the report settings.
5. Click Overwrite Web Report to save the changes to Cube.

This will keep the report’s name, sharing settings, and folder location the same, and the report contents will be updated for all users who have access.

Create a new report from an existing one

Use an existing report as the basis for a new report to quickly create variations. 

1. From the Spreadsheet App, click Build > Open and select the report.
2. Make your changes.
3. From the Publish > Web Report tab, click Save as new report.
4. Update the name, description, and sharing settings.
5. Click Create Web Report to save the new report to Cube.