> For the complete documentation index, see [llms.txt](https://help.daasity.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.daasity.com/getting-started/quickstart-guides/how-to-save-and-organize-reports.md).

# How to save & organize reports

## 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.