Turn any spreadsheet view into a reusable, refreshable report in Cube—making it easy for others to access, enter data, and interact with the latest numbers.
Create a report from the Cube Spreadsheet App by selecting a range of cells, naming the report, and sharing it. Reports preserve your formatting, layout, and supported formulas. Once shared, other users can open a report in the Cube Workspace or Spreadsheet Apps, where they can apply filters, fetch updated data, enter values, and publish changes back to Cube. Access controls are always enforced, so users can only view or edit the data they’re authorized to see.
Save a report when you want to:
- Share a consistent, refreshable view of key metrics or models
- Standardize department or stakeholder reporting
- Allow others to explore data without giving them full access to your spreadsheet model
- Assign reports as part of a workflow task
For example, build a department-level budget report and assign it to budget owners to review and fetch their own numbers.
1. Prepare the report in your workbook
Saved reports can include a range of Cube data that you’ve selected on an existing or new report. When using an existing report, select your range and click Validate to check that Cube recognizes the dimension members in the range. Learn more about building a range in Cube.
A saved report can also include a table if it contains relevant information. Learn more about using tables.
Reports saved to Cube retain supported formatting and formulas when opened in the Workspace or another spreadsheet, ensuring reports are easy to understand and dynamic without requiring formulas in Cube.
2. Set up report in your Spreadsheet App
In the Cube Spreadsheet App, go to the Publish section and click the Web Report tab. Complete the fields for the report name, description, web access, and choose who to share this report with.
Check the "Allow data input and publish in the Web" box if you want users to be able to enter data and publish from this report in the workspace.
Only current Cube users with permission to interact with reports will appear in the list when selecting specific users. If you don’t see the person you’d like to share this report with:
3. Select Report Area
Highlight the cells you want to include in your report, then click Select report area. Your selection should include:
- Row and column headers that match Cube dimension members
- The range and table (optional) you want to include
- Any additional headers, formatting, or formulas you want preserved
Cube supports one range and one table per report. Learn more about using tables and ranges together.
4. Publish the Report
Click Create Web Report to save it to Cube.
Reports can be edited, organized, or deleted anytime from your Workspace or Spreadsheet App. Learn more about managing reports.