Report Collaboration
Feature Overview
⚠ OPTIONAL FEATURE
Report Collaboration is not enabled by default. It must be manually added to the account by a developer or admin before it can be used.
What Is Report Collaboration?
Report Collaboration lets you save a snapshot of a report — including its current filters, groupings, layout, and data — so it can be shared or revisited later. Instead of recreating the same report setup every time, you can save it once under a name of your choosing and access it whenever you need it.
How to Use It
- Open and configure the report you want to save — apply any filters, groupings, or sorting you need.
- Click the Report Collaboration button.
- A prompt will appear asking you to enter a name for the saved report.
- Enter a name and confirm. The report is saved and can be retrieved later.
What Gets Saved?
The saved report captures everything about how the report looked at the time you saved it:
- Filters — Any search or filter criteria you had applied.
- Groupings & Sorting — How the data was grouped and ordered.
- Layout — The row, column, and value structure of the report.
- Chart configuration — If the report was displayed as a chart, that configuration is saved too.
- Report name & data snapshot — The title and a reference to the underlying data at the time of saving.
Getting Access
This feature must be manually added to your account by a developer or admin. Like Form Management, all of its functionality runs in the browser — the server-side component is intentionally minimal. Contact your admin or support team to request access.