Shared View

This section provides steps to use shared View in a Report.

The Shared Views feature allows users to add pre-existing Views—created from a selected Data Store—into a Report. This enables reusability of Views across different reports, saving time and ensuring consistency in reporting.

Adding Shared Views to a Report

1. Navigate to Report

   • Open the final page of the Report where you want to add a shared view.

2. Open Shared Views

   • Click the Shared Views icon.

   • A list of all available shared Views from the selected Data Store appears.

3. Select Views

   • Use the checkbox to select one or more shared Views.

4. Add to Report

   • Click the Save Views icon.

   • The selected shared Views are added to the current Report.

5. Save Report

   • Click the Save Report icon to save the updated Report.

Notes

• Multiple Shared Views can be selected and inserted into a Report at once.

• Shared Views help maintain consistency across teams by reusing existing visualizations.

• Users must ensure the selected shared Views belong to the same Data Store as the Report context.

Best Practices

• Use Shared Views for commonly used KPIs or recurring dashboards.

• Keep Shared Views well-named and organized for easier discovery.

• Apply filters at the Report level if shared Views need contextual adjustments.