Saving, Publishing, and Moving Reports
12. Saving, Publishing, and Moving Reports
12.1 Saving Reports
You can save reports as drafts for personal use or as published reports for sharing:
Draft - saved but not visible to others; ideal for work-in-progress.
Published - visible to authorized users in the Report List and runnable without editing SQL.
Click Save in the toolbar, choose a name, and select the status.
12.2 Publishing Reports
Publishing makes a report discoverable and runnable by others. Published reports appear in the Report List and can be organized by team or function.
To publish:
Save the report with status set to Published.
Assign a clear, descriptive name.
Provide a description (optional but recommended).
12.3 Moving Reports Between Sites
Reports can be exported as JSON and imported to another environment. This is useful for migration, backup, or sharing templates across sites.
Export - click the export button in the toolbar to download a JSON file.
Import - click the import button, select a JSON file, and the report definition is loaded into the editor.
12.4 Best Practices
Version your reports in the name (for example, "Policies Report v2").
Add a description summarizing the report's purpose, key filters, and grain.
Test parameterized reports with multiple values before publishing.