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📚 Create & manage reports with Reports Library

Learn how to save your reports and access them without rebuilding from scratch!

Updated over a week ago

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

  • Think of these as your bookmarks, tailored to your needs and visible only to you.

  • All users - view & edit access

  • Shared reports can be accessed by anyone in your workspace. Great for team-wide visibility.

  • Owners - view & edit access

  • Users - view access only

  • Managed by the Style Arcade team, templates provide best-practice starting points that all users can build from.

  • All users - view access only


How to save a report

Saving a private report

  1. Click the Save button on the upper right

  2. 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. 😊

  1. Build your report anywhere in Style Arcade

  2. Click on Save

  3. Give the report a name and description (optional)

  4. Tick share with the team or simply save the report under a shared report folder

  5. 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

  1. You can access any reports by clicking on the ⭐️ button

  2. 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:

  1. Go to Reports Library

  2. Click the ⭐️ button next to or underneath the report to add it to favourite section

  3. You can now see your favourite reports at the top using the ⭐️ button on the main page


Creating folders

  1. Go to Reports Library

  2. 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

  1. You can drag and drop the private report into a folder

  2. Or click into the ellipsis menu

  3. Click Edit report, then select a folder to assign the report


Updating existing reports

You can update existing reports by following these steps:

  1. Click into the report you want to update via Report Library or ⭐️ button

  2. Make your changes in the report while keeping the top bar in your view

  3. 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.

  1. Go to Reports Library > Filtering Owned By: Private

  2. Find the reports you'd like to convert

  3. 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:

  1. Click on Reports Library or the ⭐️ button

  2. 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! 😊

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