Viewing, editing and sharing reports

To access reports, navigate to the reports tab on the left side navigation. Here, you can view a list of all existing reports or create a new one.

Click on the report you’d like to access, and it will open in a new screen. You can navigate through the different sheets in your report, or create new ones using tabs at the bottom of the screen.

You can easily rearrange columns by clicking and dragging them to your desired positions, or reorder them alphabetically.

Add column filters to reports that limit what data is included so you can focus on specific values. These filters can be applied to multiple columns simultaneously and removed as needed. When you export a report with filters applied, only the filtered data will be included in the exported report.

To modify a sheet in your report, click the "Edit" button on the the top left of the report table. A side drawer will open where you can add or remove the definitions in your sheet.

Similarly to when you create new reports, your definitions are organized into metrics and dimensions.

Under dimensions, you’ll also be able to adjust the time frequency of your sheet (e.g. daily, weekly or monthly). Under date range, you can edit the date range, date presets, primary date field or remove the date column all together.

You can share reports with everyone in your company or specific team members. Click on the share button in the top right of the space.

When sharing, you can set access levels such as editor, viewer, or even transfer ownership. If needed, you can also remove access or lock down the report to restrict visibility.

Note: By default, every report you make is only viewable by you, so make sure to share access with your colleagues.

Reports can be downloaded as CSV files for offline use. Preql also offers integrations to export data to other applications, such as Google Sheets, sending via email or integrating back to your Snowflake warehouse.

Click on ‘Add integration’ under 'Export' to explore the available options. When you connect an integration to your Preql, a option for that app will appear in all your reports. However, you’ll still need to opt in to export each report to your chosen app.

You can set up or edit sync and email schedules to make sure your exported reports are kept up to date on a regular basis. Click on 'Edit sync schedules' under 'Export' select the pencil icon next to the app or email you'd like to edit.

You can also manage your sync settings by navigating to the ‘Exports’ tab in Settings.

To keep track of changes, you can view the activity log of a report. Select the ‘Activity’ button in the button banner.

This shows who edited it, when changes were made, and what was added or removed, ensuring transparency in collaborative environments.