Reports and dashboards

Save a report

3–5 min

Save from Ask Oma, the New report Assist flow, or the report editor.

Why it matters

Editors create durable assets for the whole workspace.

How to use

  1. Produce a result you trust.
  2. Save with a clear title and description.
  3. Confirm data source.
  4. Verify it appears in Reports.

Success check: Anyone with access can open and run the report.

Common mistakes

  • Assuming viewers can create reports—editors create and delete.