table_chart_view Working with Reportbooks

Reportbooks provide unified Power BI reporting across workspaces into a consolidated report catalog. Set filters once and explore across all pages without re-selecting criteria.

lightbulb Why Reportbooks

Reportbooks solve these problems:

Problem Reportbook Solution
Reports in disconnected workspaces Pull from multiple Databooks into one catalog
Re-selecting filters on every page Global filters apply to all pages at once
No way to save a filtered view Bookmarks save and restore filter states
Need a point-in-time record Snapshots freeze data for audit or distribution
Do not know if reports are being used Usage visibility shows views by user and page

table_chart_view What is a Reportbook?

A Reportbook is a collection of report pages that pulls live data from one or more Databooks.

Key Features

Feature What It Does
Multi-page Organise related reports into one place
Live data Charts and tables update when Databook data changes
Global filters One filter applies to all pages
Bookmarks Save filter combinations for quick access
Snapshots Freeze a point-in-time version
Comments Discuss content directly in the report

When to Use a Reportbook

Use Case Example
Periodic review Monthly financial pack, quarterly dashboard
KPI tracking Sales pipeline, customer satisfaction scorecard
Ad-hoc analysis Root-cause investigation, data exploration
Distribution Board pack, investor update, regulator submission
Note: Reportbooks present data from Databooks - they do not store data themselves.

note_add How to Create a Reportbook

Creating from Scratch

  1. Navigate to Reportbooks

    Go to Clarity > Reportbooks.

  2. Click New Reportbook

    Select New Reportbook from the toolbar.

  3. Enter name

    Use a descriptive title (for example, "Q1 2026 Sales Review").

  4. Choose folder

    Select where the Reportbook will be stored.

  5. Add first page

    Give the page a title, then add components (charts, tables, KPI tiles, text).

  6. Connect to Databook

    Click a component, open Data Source, select Databook and table, then map columns.

  7. Save

    Click Save or Ctrl + S.

Creating from Clone

  1. Open Reportbook

    Open an existing Reportbook.

  2. Clone

    Click File Action menu (...) > Clone Reportbook.

  3. Name and folder

    Name the copy and choose folder.

  4. Open clone

    The clone opens with all pages, filters, and bookmarks copied.

Tip: Cloning is faster when you need a report similar to an existing one.

bookmark How to Use Bookmarks

Bookmarks save a specific set of filter values so you can return to that view instantly.

How Bookmarks Work

  • A bookmark stores selected filter values (for example, Region = APAC, Date = Q1 2026).
  • Opening a bookmark re-applies those filters to all pages.
  • Bookmarks show current data, not cached data.
  • You can have multiple bookmarks per Reportbook.

Creating a Bookmark

  1. Set filters

    Set Global Filters to the desired values.

  2. Open bookmark action

    Click the Bookmark icon (or Ctrl + D).

  3. Name it

    Enter a name (for example, "APAC Q1 2026").

  4. Set visibility

    Choose Private or Shared.

  5. Save

    Save the bookmark.

Managing Bookmarks

Action How
Apply Bookmark dropdown then select name
Update Change filters then bookmark icon and choose Update existing
Rename Hover bookmark and click edit (pencil) icon
Delete Hover bookmark and click delete (trash) icon
Set default Right-click bookmark then Set as Default
Warning: Deleting a shared bookmark removes it for all users.

folder_open How to Organise with Sections

Sections group related pages into collapsible containers in the sidebar.

Creating Sections

  1. Open page sidebar

    Open the page sidebar.

  2. Create section

    Right-click and choose New Section (or click + then Section).

  3. Name section

    Enter a section name (for example, Revenue Analysis).

  4. Move pages

    Drag pages into the section.

  5. Reorder

    Drag sections to reorder.

Sections are organizational only - they do not affect data or permissions.

Tip: For Reportbooks with more than 5-6 pages, sections make navigation much easier.

filter_alt How to Set Up Global Filters

Global filters appear at the top of the Reportbook and apply to every page.

Adding a Global Filter

  1. Open filter setup

    Click Filters > Manage Global Filters.

  2. Select field

    Select a field from connected Databooks.

  3. Configure options

    Set filter options below.

    Option Description
    Label Display name in filter bar
    Default value Pre-selected value when Reportbook opens
    Multi-selection Allow selecting multiple values
    Required Prevent clearing the filter
  4. Order and save

    Drag to set order, then save.

How Filters Work

  • Components link source fields to Global Filter fields.
  • When filter values change, matching components update.
  • Components without that field are unaffected.
Tip: Set sensible defaults. No defaults can cause heavy loads and slower opens.

hub How to Pull from Multiple Workspaces

A single Reportbook can connect to multiple Databooks, including across workspaces.

How It Works

  1. Add component

    Add a component to the Reportbook.

  2. Select workspace source

    In Data Source, choose a Databook from any workspace you can access.

  3. Repeat per component

    Each component can use a different Databook.

  4. Apply shared filters

    Global filters apply across Databooks when field names match.

Use Cases

Scenario Setup
Finance plus Operations in one view Finance Databook plus Operations Databook in one Reportbook
Regional rollup to global Regional Databooks with same structure feeding one global Reportbook
Cross-team dashboard Each team maintains its Databook; one Reportbook combines outputs

photo_camera How to Create Snapshots

A snapshot freezes a Reportbook at a point in time, including data values at that moment.

When to Use Snapshots

  • Board meetings to lock data before review
  • Regulatory submissions requiring auditable records
  • Month-end close archival
  • Distribution of fixed versions

Creating a Snapshot

  1. Open Reportbook

    Open the Reportbook.

  2. Create snapshot

    Click File Action menu (...) > Create Snapshot.

  3. Add label

    Enter a label (for example, Board Pack - March 2026 Final).

  4. Add optional description

    Add description if needed.

  5. Create

    Click Create. Snapshot appears in the Snapshots tab.

Snapshot vs. Clone

Feature Clone Snapshot
Editable Yes No (read-only)
Data Live (updates with Databook) Frozen (as of snapshot time)
Location Reportbook list Snapshots tab of original
Use for Working copies and variants Audit, archive, distribution

Exporting to PowerPoint

  1. Open snapshot

    Open a snapshot.

  2. Select PowerPoint export

    Click Export > PowerPoint.

  3. Choose pages

    Select pages.

  4. Download

    Download file; each page is exported as a slide.

analytics How to View Usage

See which pages and reports are being used.

Available Metrics

Metric What It Shows
Page views Traffic by page
Unique viewers Number of different users
View frequency How often users return
User breakdown Which users or groups are viewing
Time patterns When views happen

Accessing Usage Data

  1. Open Reportbook

    Open the Reportbook.

  2. Open usage

    Click Analytics icon (or File Action Menu > View Usage).

  3. Filter range

    Filter by date range.

  4. Export

    Export data for further analysis.

history How to Clone and Version

Cloning

Cloning creates a full copy: pages, components, filters, and bookmarks.

  1. Open Reportbook

    Open the Reportbook.

  2. Clone reportbook

    Click File Action menu (...) > Clone Reportbook.

  3. Name and folder

    Enter name and choose folder.

  4. Track separately

    The clone has its own version history from this point.

Version History

Every change is tracked automatically:

  • Who made the change
  • When
  • What changed

To view history: File Action menu > View History

delete_sweep How to Delete and Restore

Deleting

  1. Delete action

    Click File Action menu (...) > Delete.

  2. Confirm

    Confirm deletion.

The Reportbook moves to Deleted Items and is not permanently erased immediately.

Restoring

  1. Open deleted items

    Open Deleted Items folder.

  2. Locate reportbook

    Find the Reportbook.

  3. Restore

    Right-click and choose Restore.

Warning: Items in Deleted Items are purged after 30 days. After that, recovery is not possible.

share How to Export and Share

Export Options

Format Use For
Direct link Share URL with users who have Clarity access
PDF Offline distribution and board packs
Excel Underlying data for further analysis
PowerPoint Meeting slides, especially from snapshots
Scheduled delivery Recurring email with PDF or Excel

Exporting

  1. Apply filters

    Apply desired Global Filters.

  2. Choose export

    Click Export and choose format.

  3. Set options

    Select pages, orientation, and cover page options.

  4. Download or email

    Download file or send by email.

Tip: Export reflects current filter state. Clear filters before export if you want all data.

forum How to Collaborate with Comments

Adding Comments

  1. Open page

    Go to the target page.

  2. Open comments

    Click Comments icon (or Ctrl + Shift + C).

  3. Create comment

    Click New Comment, type message, and post.

  4. Reply and resolve

    Others can reply. Click Resolve when complete.

Exporting Comments

  1. Open comments panel

    Open the comments panel.

  2. Export

    Click Export Comments.

  3. Choose format

    Choose CSV or PDF.

  4. Choose filter

    Filter by All, Open, or Resolved.

  5. Download

    Download export file.

Export includes page name, author, timestamp, text, and resolution status.

verified Why It Matters

Benefit How Reportbooks Deliver It
Consolidated view One Reportbook pulls from multiple Databooks and workspaces
Consistent filters Global filters apply across all pages
Saved views Bookmarks restore filter combinations instantly
Point-in-time records Snapshots freeze data for audit
Adoption tracking Usage visibility shows what is being used
Collaboration Comments keep discussions attached to data

link Related Pages

Last updated
March 2026
Audience
All Clarity users
v2.0 | 20260312