Setting Custom Reports as Default Reports (Publishing Reports)
Imagine that you've created a great custom report on the Chord data platform that you want to share with your organization. You can now easily set custom reports as default reports for your entire organization on Chord following the instructions below!
Note: Currently, Chord supports publishing reports from the My Folder tab on the Analytics page. The team is currently working to support pinning reports from Shared Folders, which is not yet supported.
Here is a quick video walkthrough of this new feature!
- You need to have custom reports created to set it as a default report for your organization. To create a report:
- Navigate to the My Folder menu item in our left navigation pane, under Analytics.
- Click on the pink + New Report button (or Add New Report if you don't have any) and create a dashboard as a report, and save the dashboard.
- This report will be creating in your personal folder.
- To publish your custom report and to share it with your organization, see the instructions below!
- Once you have created a custom report, it’s time to publish your report and share it with the world 🌎 !
- Click on the Publish button to open the Publish modal dialog.
- Name your report.
- Add an optional description.
- Publish it! 📢
- Your published custom report will appear in the list of existing Chord reports for your entire organization to see. The reports that appear for your organization is also considered as a Shared Report. You can find the new default report that you published under the Reports tab
- New default custom reports will be marked as 🆕 for three days.
- New default reports also display a badge to indicate who on your team has created the report.
Note: Reports will also appear in the "native" shared folder for the entire organization.
If you no longer want to share a custom report with your organization, follow the easy steps below:
- Navigate to the Reports page.
- Click on the specific custom report that you would like to unpublish.
- Once you click into the custom report you want to unpublish, click on the Unpublish button on the top right corner.
- Confirm that you want to unpublish the custom report.
- Verify that the custom report is gone from the Reports page.
If you ever need to re-publish a custom report that was unpublished, go back to My Folder, find the custom report you need to re-publish, and follow the steps to re-publish.
- Help! I don't see my pre-existing shared reports anywhere. My new "Reports" page looks empty to me - what did I do wrong?
- You did not do anything wrong! Your shared reports are still visible under Explores > Click into the Folder icon > Shared Reports.
- If you have pre-existing shared reports that you'd like help transferring over to this new Reports page, please contact us at [email protected] with the list of shared reports your organization would like to have moved over and we will get you sorted!
- Question: Who can set custom reports as default reports?
- Anyone can set custom reports as organizational defaults. Additionally, this means that anyone can delete default reports. If a default report is accidentally deleted, please reach out to [email protected] to restore or retrieve the deleted report.