Reports Help

Viewing Workspaces

You can view all the workspaces that has been created by you or shared by others to you from the home page of SkyDesk Reports displayed after you successfully login. The Home page would look similar to the one given below.

My Workspaces

Under the My Workspaces tab you will see the list of all workspaces that you had created (you are the workspace owner). You can click on any workspace to open the same. Under each workspace listed you will see a list of operations that you could execute on the workspace, shown as links. A brief about the operations:

  • Rename: Clicking on Rename icon, you could rename the workspace name and also modify the description
  • Copy: Clicking Copy icon, you could make another copy of the corresponding workspace. You need to provide a name and description. If you would like to copy the data apart from all the objects (tables and reports) inside check the option Copy with Data. If not just uncheck this option. In this case only the views will be copied with no data in it.
  • Delete: Clicking Delete icon, you can delete the workspace permanently from your account. Note that we currently do not support rollback (or trash) for this operation, hence exercise caution before deleting.
  • Share info: Clicking Share Info icon, you can see sharing information for this workspace. 
  • Backup: Clicking Backup icon, you can schedule regular backups of the data contained in your workspace. Note that this option is available only to paid subscribers.

Additionally, under each listed workspace, you can quickly view the details of the corresponding workspace like the number of shared users, number of workspace owners and whether the workspace is public or not.
Use the Search box at the top to search for any workspace name that you would like to access quickly. This would be helpful if you have quiet a number of workspaces.

Shared Workspaces

Selecting the Shared Workspaces tab, you will see the list of all the workspaces that has been shared to you by other SkyDesk Reports users (your colleagues, friends etc.,). You can click on any of the workspace listed to open the same. You would not be able to do any operations (similar to the ones discussed under My Workspaces section above) on the workspace as you are not the owner of it.

Whenever you share a workspace to any other user(s), they would find your workspace listed under their Shared Workspaces tab when they login into SkyDesk Reports.

Featured Sample Workspaces

Clicking on the Samples Workspaces link, will take you to a page which lists featured workspaces provided by SkyDesk Reports for demonstrating its capabilities. These featured samples provided by SkyDesk Reports are business relevant workspaces which you could readily reuse for your needs.

You can click on any of the Sample Workspace to go through its dataset and reports available in it. This would be an easy way to understand the features/capabilities of SkyDesk Reports.

Refer: SkyDesk Reports Sample Workspaces

Public Workspaces (Created and published by our users)

Clicking on the Public Workspaces link, will take you to a page which lists all the workspaces that has been made publicly visible by any of SkyDesk Reports users. You can click on any of the Public Workspace listed to go through its data set and reports available in it. You could edit the contents in the workspace, if the workspace owner has provided the permission for the same.

Click here to know more about How to make a workspace public.

Refer: SkyDesk Reports Public Workspaces

Organize Views in Navigation Panel

You can choose to organize the views listed in the Data, Reports, and Dashboard navigation panel.  The view list can be organized in one of the following order. 

  • Folder - The views will be organized by folders they are saved in.
  • Related Views - All reports created over a table will be organized together. This will be useful to group reports that are created over the same table. This is applicable for Reports navigation panel alone.
  • Types - The views will be organized by type i.e., Chart, Pivot, etc., 

Follow the steps to organize the view list.

  1. Open the corresponding navigation panel.
  2. Click the View by icon at the top right of the panel and then choose the order. 

This order will be applied to all workspace (both owned and shared) in your account. The search result in the panel will also be listed in this selected order.