Reports in Cube help you build, save, and share dynamic spreadsheet views, making it easy to build and share up-to-date reports using the tools your team is most familiar with.
We are currently rolling out this update to our current reporting feature. You'll see it in your Cube soon!
You can create and share a report in the Cube Spreadsheet App and interact with it from the Cube Workspace as a report or task attachment. Reports preserve your formatting, layout, and formulas so users can quickly answer their questions using the latest data from Cube. All report information is controlled by each user’s data access for built-in maximum control over what each user sees.
Use reports to share department-level templates, provide executive-ready views, or standardize planning workflows across teams.
Where you’ll use reports
In the Cube Workspace
The Reports page in the Workspace is your home for managing and interacting with saved reports.
Here, you can:
- Open reports that have been shared with you or created by you
- Filter by dimensions like time, entity, department, or currency
- Fetch updated data based on the filters applied
- Organize reports in folders
- Rename, archive, or delete saved reports (if you have permission)
Each report opens with interactive filters and settings to adjust your view. Cube applies your formatting, layout, and formulas as saved from the spreadsheet.
Reports can also be attached to tasks as part of a workflow. If you are assigned a task that contains a report, it will appear in the task view with the same interactive filters and settings. Learn more about workflows in Cube.
Cube respects data access permissions for all reports in the Cube Workspace; users can only fetch and view data they’re allowed to access.
In the Spreadsheet Apps (Excel or Google Sheets)
Find tools to build and manage new or existing reports in the Spreadsheet Apps under the Publish tab.
Here you can create, edit, and publish reports. This includes:
- Selecting a report range from your spreadsheet
- Naming and describing your report
- Choosing who can view or collaborate on the report
- Publishing the report to Cube
Open an existing report from the Build tab in the Spreadsheet Apps to bring the report, including formatting and formulas, right into your spreadsheet to view the report, make changes, or republish with new content.
Cube respects data access permissions for all reports in the Cube Workspace; users can only fetch and view data they’re allowed to access.
Suggested use cases
1. Executive Summary Reports
Create a high-level view of key metrics like cash flow, revenue, or margin. Share with executives or board members for regular updates—no manual refresh needed.
2. Department Budget Templates
Build a standard budget vs. actuals report and share it with department leads. Each lead can filter to their department and fetch their own view of the data.
3. Variance Analysis Reports
Set up a report that shows plan vs. actuals by scenario, entity, or time period. Use filters to help analysts drill into areas of interest.
4. Sales or Revenue Reports
Share a recurring view of pipeline, bookings, or revenue that stakeholders can use to drill into specifics for regions or teams. Enable sales leaders to monitor performance without duplicating reports.