Create and share workspaces and reports
Learn how to create, manage, and share customer experience data across your organization with workspaces and reports.
- About workspaces
- Discover reports in the starter workspaces
- Create your workspace
- Set a workspace to be your home page
- Create workspace categories
- Set the category for a public workspace
- Bookmark a workspace
- How to share and stop sharing a workspace
- Share and delete workspaces owned by another user
- Add reports from a shared or public workspace to my workspace or a shared workspace that I own
- About the Admin workspace
- Working with reports
- Create reports
- Required user role for editing shared reports
- Schedule exports
- Add announcements to your workspace with text widgets
- Rolling data in standard reports
- Adding event data from a separate date range to a standard report
- Understand your geo-analytics report
- Work with dates in your process report
- Saving an Overlay report to a workspace for future reference
- Key performance indicators (KPIs)
- Prevent information that personally identifies users from displaying in reports