The Reports area serves as the primary hub for accessing, organizing, and launching data insights. It is split into two main sections accessible via top tabs: the Report Gallery and Saved Reports.
The Report Gallery
The Report Gallery provides a structured view for browsing available report templates to understand their utility and relevance.
Card Layout
Reports are presented as individual cards that summarize key information at a glance:
Description: A quick summary of what the report tracks.
Practical Benefit: Details on how the report helps resolve specific data challenges.
Attributes: Clear indicators showing the report type, its primary use case, and whether it includes associated charts.
Filtering & Grouping
To find specific templates without scrolling through the entire list, the gallery features targeted navigation options:
Filters: Narrow down templates by report type, name, specific use case, popularity among users, or recency.
Grouping Options: Reorganize the display into a flat list, or group cards dynamically by their use case or report type.
Status Banners: Visual indicators mark reports that are highly utilized or recently added to help guide template selection.
Saved Reports
The Saved Reports screen houses customized, saved configurations and provides tools to manage and share them across teams.
Advanced Filtering
Locate specific saved insights using granular filter options:
Ownership & Visibility: Filter by reports visible only to you, reports shared with all users, or use the "Only my reports" toggle.
Metadata Filters: Search by report name, report type, or the specific creator.
Favorites: Access a dedicated view of reports you have marked as favorites.
Grouping & Folders
Keep the workspace orderly by changing how saved configurations are displayed:
View items as a flat list or group them by creator or report type.
Label Grouping: Group items by custom labels, which function like folders.
Unlabeled Queue: When grouping by label, any report without an assigned tag is placed into a dedicated "unlabeled" section so nothing gets lost or forgotten.
AI-Powered Auto-Labeling
To simplify workspace maintenance, an automated assistant helps organize legacy or cluttered saved reports using machine learning.
Automated Suggestions: With a single click, the system evaluates report metadata to suggest appropriate labels based on ownership, report similarities, and use cases.
Categorization: The system automatically maps reports to relevant business categories such as privacy, site health, tag governance, or data quality.
Multi-Label Support: A single report can carry multiple labels; if it does, it will appear dynamically under each corresponding labeled section.
Review & Commit: After a few minutes of background processing, review the generated labels and click to accept the changes to update the repository instantly.
Bulk Operations
For quick manual maintenance, the Saved Reports screen supports simultaneous actions across multiple items.
Selection: Hover over individual entries to use checkboxes, or hold Shift + Click to select a continuous range of reports.
Available Actions: Once multiple reports are highlighted, apply the following updates simultaneously:
Adjust visibility permissions (public vs. private).
Mark or unmark items as favorites.
Apply or remove organizational labels.
Delete multiple files at once to clean up the workspace.
