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| 1 | +# Saved Reports |
| 2 | + |
| 3 | +Saved Reports provides a way to manage reports saved from [Playground][ref-playground] |
| 4 | +and spreadsheet integrations, i.e., [Cube Cloud for Sheets][ref-sheets-integration] |
| 5 | +and [Cube Cloud for Excel][ref-excel-integration]. |
| 6 | + |
| 7 | +<SuccessBox> |
| 8 | + |
| 9 | +Saved Reports are available in Cube Cloud on |
| 10 | +[Premium and above](https://cube.dev/pricing) product tiers. |
| 11 | + |
| 12 | +</SuccessBox> |
| 13 | + |
| 14 | +<WarningBox> |
| 15 | + |
| 16 | +Saved Reports are currently in preview. |
| 17 | + |
| 18 | +</WarningBox> |
| 19 | + |
| 20 | +You can [create reports](#creating-reports) and then [manage](#managing-reports) them: |
| 21 | +[view](#viewing-reports) reports, [organize](#organizing-reports) them into folders, |
| 22 | +and [share](#sharing-reports) them with your team. |
| 23 | + |
| 24 | +## Creating reports |
| 25 | + |
| 26 | +### Playground |
| 27 | + |
| 28 | +You can compose a _query to a [view][ref-views]_ in [Playground][ref-playground] and then |
| 29 | +save it by clicking the <Btn>Save Report</Btn> button. |
| 30 | + |
| 31 | +<Screenshot |
| 32 | + src="https://ucarecdn.com/c4865552-59ab-4d20-bd7d-5310be07e16c/" |
| 33 | + highlight="inset(6% 0 88% 91% round 10px)" |
| 34 | +/> |
| 35 | + |
| 36 | +### Spreadsheets |
| 37 | + |
| 38 | +You can create a report in [Cube Cloud for Sheets][ref-sheets-integration] or [Cube Cloud |
| 39 | +for Excel][ref-excel-integration]. When ready, click the <Btn>Save</Btn> button to save |
| 40 | +the report. |
| 41 | + |
| 42 | +<Screenshot |
| 43 | + src="https://ucarecdn.com/b51aeae7-a0bf-450d-a7b4-849de68c1fa1/" |
| 44 | + highlight="inset(23% 0 72% 95% round 10px)" |
| 45 | +/> |
| 46 | + |
| 47 | +## Managing reports |
| 48 | + |
| 49 | +You can find all saved reports by going to <Btn>Saved Reports</Btn> in the top-level menu. |
| 50 | + |
| 51 | +### Viewing reports |
| 52 | + |
| 53 | +View reports in the root folder or navigate to subfolders to view reports there. |
| 54 | + |
| 55 | +<Screenshot src="https://ucarecdn.com/21474fc2-17bb-45d0-a3da-09a0ae28ad02/" /> |
| 56 | + |
| 57 | +### Organizing reports |
| 58 | + |
| 59 | +You can organize reports into folders. Click <Btn>+ New Folder</Btn> to create a new folder. |
| 60 | + |
| 61 | +If you'd like to move a report into another folder, click <Btn>... → Move</Btn> and select |
| 62 | +the destination folder in the modal window. |
| 63 | + |
| 64 | +<Screenshot src="https://ucarecdn.com/d9bc50ec-9875-479d-8a0e-53f4b748a07e/" /> |
| 65 | + |
| 66 | +### Sharing reports |
| 67 | + |
| 68 | +You can share reports with members of your team by managing their [access |
| 69 | +control][ref-rbac] roles. |
| 70 | + |
| 71 | +If you'd like to share a report with a team member, click <Btn>... → Share</Btn> and select |
| 72 | +the role in the modal window. |
| 73 | + |
| 74 | +<Screenshot src="https://ucarecdn.com/d536dbed-a40d-450f-8adf-02a4b697d8df/" /> |
| 75 | + |
| 76 | + |
| 77 | +[ref-playground]: /product/workspace/playground |
| 78 | +[ref-sheets-integration]: /product/apis-integrations/google-sheets |
| 79 | +[ref-excel-integration]: /product/apis-integrations/excel |
| 80 | +[ref-views]: /product/data-modeling/concepts#views |
| 81 | +[ref-rbac]: /product/workspace/access-control#managing-roles |
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