# 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.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://help.daasity.com/getting-started/quickstart-guides/how-to-save-and-organize-reports.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.