Save and Share Reports

Last updated Nov 22nd, 2024

Save a custom report

On all reports, you can save and customize your report. To view your room's metrics based on different filters, set your preferred filters and click Run query. Find all of your saved reports in the ‘Saved reports’ section in the left navigation menu.

Share a report

There are several ways to share a report across your team. To share a report, click the 'Share' menu in the top right corner of the Reporting page and choose:

  • Send to others: Choose who to share your report with from a complete list of team members. If a team member’s name does not appear in the list, you can type in their work email and we will send them the report via email, and create a view-only role for them in Common Room.
  • Copy Link: Copy the URL to this report to your clipboard.
  • Export to PDF: Download a copy of your report as an interactive PDF, and use it in team reviews or share it with your team.
  • Export as CSV: Export the data shown in your report as a CSV. This is only available for certain charts within the Community Health at a Glance report.

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