table_chart_view Reportbooks Overview

dashboard What is a Reportbook

Reportbooks organize report pages into a single experience. They help you present related views together, apply filters across report boundaries, and keep a standard structure for review meetings, board packs, KPI monitoring, or ad hoc analysis.

schedule When to Use Reportbooks

• Periodic Reviews: Build a stable set of pages for monthly, quarterly, or board-level review cycles.
• KPI Tracking: Keep related measures together and let users move through them with one shared filter context.
• Ad Hoc Analysis: Combine pages from multiple reports when users need one view across multiple subject areas.
• Distribution: Use Reportbooks for board packs, investor updates, audit packages, or other structured outputs.

widgets Core Reportbook Capabilities

extension More Reportbook Features

• Bookmarks: Save filter combinations for repeat use. Bookmarks store criteria, not data, and can be private or shared.
• Snapshots: Freeze a reportbook at a point in time for audit or distribution. Snapshots are read-only and preserve historical state.
• Sections: Group pages into collapsible sections so larger reportbooks stay easy to browse.
• Export & Share: Deliver content through PDF, Excel, PowerPoint, direct links, or scheduled distribution workflows.
• Comments: Support threaded discussion on report pages and export those conversations when you need them outside the product.
• Usage Visibility: Review views, unique users, frequency, and page-level behavior so you know which pages are actually used.
• Clone & Version: Create a full copy when you need a variant or a safe working version. Version history records ongoing changes.
• Delete & Restore: Deleted reportbooks move to Deleted Items before final purge, giving teams a recovery window.