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Report Workspace Management

Each Report Workspace provides a complete environment to create, design, and manage interactive reports and dashboards using collected survey data, network visualisations, analytics results, insights, actions, and other related information.

Navigation

Open a Project → Select a Panel → Click Reports

Create a Report Workspace​

Requirements​

  • Only users with the ProjectAdmin or DesignManager role can create and manage report workspaces.

Steps​

  1. In the Reports module, click Create Report.
  2. Enter the following details:
    • Report Title — Name of the report workspace.
    • Image — Optional visual representation for the report workspace.
  3. Click Save — you are redirected to the Report Workspace page.

Open a Report Workspace​

  1. Click the report workspace card to open it.
    • In list view, click Open next to the report workspace.

Delete a Report Workspace​

  1. Click the three-dot menu on the report workspace card.
  2. Click Delete.
  3. In the confirmation dialog, type the report workspace name.
  4. Click Delete.
caution

Deleting a report workspace is permanent and cannot be undone.

Rename a Report Workspace​

  1. Click the three-dot menu on the report workspace card.
  2. Click Rename.
  3. Enter the new title and click Rename.

Mark or Remove a Report Workspace as Favourite​

  1. Click the three-dot menu on the report workspace card.
  2. Click Mark as Favourite to add it, or Remove Favourite to remove it.
  3. Favourite report workspaces appear in the Favourite Items section in the left sidebar.