Welcome to Reports Library
We're excited to introduce the upgraded Reports Library - designed to make it easier to find, save, and share reports for faster insights!
Key features
⭐️ Favourites - Quick access to your selected reports for frequent, quick access.
⬇️ Quick access to the save button - The save button is now visible at the top, giving you quick access to save reports anywhere
🗂️ Organise your reports in Folders - Folders can be created to organise your reports for better classification.
📚 Create from templates - with pre-built reports and templates curated by the Style Arcade team to kick start your reporting journey.
Introduction to reports
There are 3 types of reports you can find in the Reports Library:
Report type | Function | Access |
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How to save a report
Saving a private report
Click the Save button on the upper right
Enter your new report name, description and folder location (optional) before you click Save
Pro tip: Save a report with a rolling date range using a custom range in the date range filter so you don't need to update it each time!
Saving a share report
Note: Only Owner role users can create and manage shared reports. Please reach out to our in-app chat if you are unsure. 😊
Build your report anywhere in Style Arcade
Click on Save
Give the report a name and description (optional)
Tick share with the team or simply save the report under a shared report folder
Everyone within the business should now be able to view that report when they go to the ⭐️ button or Reports Library.
How to access reports
You can access any reports by clicking on the ⭐️ button
Or go to Reports Library and use the Owned by filter to refine your search
How to manage reports
Favourite a report
To favourite a report:
Go to Reports Library
Click the ⭐️ button next to or underneath the report to add it to favourite section
You can now see your favourite reports at the top using the ⭐️ button on the main page
Creating folders
Go to Reports Library
Click on + New folder, enter the folder name and click Create 🙌
Pro tip: owner users can create a shared folder following the steps above and tick on share with team
Moving reports to a folder
You can drag and drop the private report into a folder
Or click into the ellipsis menu
Click Edit report, then select a folder to assign the report
Updating existing reports
You can update existing reports by following these steps:
Click into the report you want to update via Report Library or ⭐️ button
Make your changes in the report while keeping the top bar in your view
Click on Save Changes on the top bar, and you're done!
Tip: Owner users can also convert one of their existing private reports to a shared report.
Go to Reports Library > Filtering Owned By: Private
Find the reports you'd like to convert
Click on the hover menu and select Shared with team
Style Arcade Templates
Managed by the Style Arcade team, templates provide best-practice starting points that all users can build from.
To access the templates:
Click on Reports Library or the ⭐️ button
Press Create from templates and choose the report you'd like to start building from
Tip: You can also create a private report using a Style Arcade template!
How to provide feedback
We’d love to hear your thoughts! You can send feedback to support@stylearcade.com
Please include the following to help us understand any issues:
Screenshots
Screen recording
Detailed descriptions
Switching to the legacy reports library
A toggle to switch back to the legacy Reports Library will be available for the short term. To switch back to the previous version:
Go to Settings > Beta Feature Toggles > Toggle off use saved views V4.
Your feedback is crucial in making this feature the best it can be. If you have any questions, please don't hesitate to reach out! 😊