Open and use a report

Reports help you view and update your data in a structured, up-to-date format—no spreadsheet required.

When a report is shared with you in Cube, you can open it from the Reports page in the Workspace or view it from an assigned task. If you prefer to work in spreadsheets, reports are available there, too. 

No matter where you access a report from with Cube, your access to the data in the report will be aligned with your user permissions. Learn more about data access controls in Cube. 

Open a report in the Workspace

To open a report:

1. Go to the Reports page in the Cube Workspace.
2. Locate the report by name or use folders to browse.
3. Click the report name to open it.

You’ll see the saved layout, including formatting and supported formulas, as it was published from the Spreadsheet App, along with a filter panel that you can use to pull different sets of data into this report.

Open a report attached to a task

If you’ve been assigned a task with an attached report, you can view the report from the Workflow page. 

1. Go to the Workflow page in the Cube Workspace.
2. Click on the workflow.
3. Open the task assigned to you.

The attached report will open in the task view so you can use the same report filters and fetch the data needed to complete the assignment. 

Learn more about completing tasks in Cube. 

Open a report in the Spreadsheet Apps

Reports are also available to open in the spreadsheet. 

1. Under Build in the Cube Spreadsheet App, click Open.
2. Click the report you’d like to open (it may be in a folder).

The report will populate and fetch the structure, formatting, formulas, and values into your sheet and update the name of this tab. 

Learn more about building ranges in the Spreadsheet App.

Use filters to customize the view

If the report includes filterable dimensions (like Department, Entity, Scenario, or Time), they’ll appear in the sidebar in the Workspace or in the range in your Spreadsheet App.

• Adjust filters to explore different slices of the report
• Use the Fetch button to refresh data for your selected filters

Regardless of the dimensions and data used to build the report, Cube fetches only the data you have permission to view.

Drill down into transaction details

Need more context? Select a cell and choose Drilldown to see the transaction-level data behind the number—right in the workspace.

• Select a data cell in your report
• Use the Drilldown button to open a detailed transaction report in a new tab

Enter Data and Publish

You can input data right in the report—simply enter values into editable cells and select Publish to update Cube.

• Enter data into editable cells

  • Tip: Use the Highlight Editable Cells button to see which areas are open for input easily.

      

• When you're ready, select Publish to send your changes to Cube