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Viewing Custom Reports

This article discusses how to share custom reports created in Metabase with others in your organization.

Sharing Custom Reports

View Custom Reports

Sharing Reports

Any reports created in Metabase can be shared with others in Projectworks. To create a sharable report you must:

  1. Create the questions you want in the report.
  2. Add them to a dashboard in Metabase.
  3. Move the dashboard to your company collection.
  4. This will then surface as Report in Projectworks.

ManageDash

Then you need to add desired Access Level or individual users to the report using the ‘Manage Report’ function.

 
ViewAccessViaReportPage
 

 

Viewing Reports

Anyone with access to a Report (either as an individual OR through their User Access Level) will be able to;

  • See the Report;

  • Apply any filters that have been added to the Report;

  • Download the entire Report as a PDF;

  • Download individual elements of the Report as a .csv, .xlsx, .json or .png (if the element is displayed as a chart).

 

ANY filters applied to the Report will also apply to the download results e.g. if you filter by time period, the resulting download will only contain results of that time period.

 

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