How to save & organize reports

Introduction to managing your saved reports (Dashboards & Data Explores) using Daasity's Collections.

Save and Organize with Collections

Save visualizations/tables (Explore results) and dashboards into Collections so you and your team can find and reuse them.

• Private Collection: Your personal workspace for drafts and experiments.

• Shared Collection: Team‑visible space for finalized assets.

⚠️ Be careful to save reports to your Shared Collection if you want it to be available to the rest of your team.

• Subcollections: Create subfolders (e.g., /Shared/Marketing/Performance or /Private/YourName/Ad‑hoc) to keep assets tidy.

Naming & description best practices

• Use a clear pattern: Team / Metric — Grain — Filter Examples: Ecom / Net Revenue — Daily — L90D, Ops / Returns Rate — Weekly — US Only

• Add a short Description: purpose, key filters, business rules/assumptions.

Governance tip: Save work‑in‑progress to Private. Move stable reports to Shared so your team can rely on them.