You can use a workspace to group reports for easier access, sharing, and downloading data.
You'll find all workspaces in the primary navigation menu, under the Optimize section. To create a new workspace, select the + icon in the open workspace title bar and give it a title. If you need to change your workspace's name or add/edit a description, go to Properties within your Menu options on the workspace title bar.
Within the Menu options, you can also email, share, close, and delete workspaces. You can even Enable hidden reports.
Emailing a workspace allows you to send a workspace as a Microsoft Excel, PNG, or PDF attachment to a specified email address. You can email the workspace one time or schedule to send them on a daily, weekly, or monthly basis. Scheduling options are based on the availability of the corresponding recurring report in the workspace. For example, the monthly option is available only when the workspace contains monthly recurring reports. Use the email feature to add report charts and data to presentations. Or, share this information with other users in your organization who may not have access to Digital Analytics! The Microsoft Excel format includes the charts of all reports in the workspace, and the table data from each report is included on separate worksheets.
Note: If you email a workspace that contains a report with personal data, the report is excluded from the email.
Sharing a workspace is different than emailing one. Workspaces are private until you share them with other users. Using the Share option enables you to determine who you want to share each workspace with. If you share a workspace with All users, it will be available under Public Workspaces to everyone in your organization. If you share a workspace with a User group, it will be available under Shared Workspaces to users in the specified user group. If you are an administrator, all reports are available to you under the Admin workspace. Be sure to Save your changes!
Workspaces are your area to control. You can always customize the display of a workspace's report widgets. To resize a report, click and drag the lower right corner of a widget. If you want to rearrange the position of a report widget (or multiple), click in the report title header of a widget and drag the widget to its new location.
For another useful customization, you can change the visualization type of your widget report. In the report widget's title bar, open the Report actions drop-down and select Properties to change the display to Column, Pie, Donut, or Grid.
You can find workspaces that you share with All users and User groups under the workspace folder in the Digital Analytics navigational pane.
When you share a workspace with All users, the workspace and corresponding reports are available under the Public workspace folder. Public workspaces are available to everyone in your organization but not available to the public.
When you share a workspace with specific user groups, the workspace and corresponding reports are available under the Shared workspace folder. The Shared workspace is available to users in specified user groups.
If you are an administrator, all user reports are available under the Admin workspace folder.
Workspaces are private until you share them with other users. Using the Share option enables you to choose the users who want to share your workspaces.
Changing dates in reports
To change dates in reports, open your report in Workspace toolbar and use the flyout menu to select a date range and scheduling options. Select Save to begin the report generation.
Deleting, hiding, copying, and sharing
You can delete, hide, copy, and share ad hoc reports by navigating to the report widget in the workspace and selecting the corresponding command from the Report actions menu. To rename a report, select Properties from the Report actions menu and then replace the title in the Properties window. To open the Report actions, click the three-dot menu for the report.
Checking the status of reports
The Report status menu in the Digital Analytics header lets you check the status of one-time and recurring ad hoc reports.
The owner's active reports appear in the Running reports section. You can see the names and start times of the reports.
When a one-time report finishes processing, a green checkmark and banner are displayed in the main reporting window. When a recurring report finishes processing, a banner is displayed when the first report finishes processing and when the history is complete.
The Completed reports section shows all reports that are finished processing. Completed reports remain in the Completed reports section until the user clicks to open the report.
The Report status menu displays a red number that indicates the number of new, unread, completed reports.