What are teamspaces?
Teamspaces are shared spaces where groups of users can work together and keep their reports in one place.
They help you:
Keep reports organised, so nothing gets lost in a busy report centre
See all reports run by your team, reducing duplicate work
Give visibility across teams while keeping the right access controls
You can belong to multiple teamspaces, making it easy to collaborate across different projects or departments.
How do teamspaces work?
You'll find Teams in the tab on the left-hand side of the home portal.
Each teamspace is shown as a card, displaying:
The teamspace name
An optional description
The number of users in the teamspace
Please note: You can see all teamspaces listed on the Teams tab, but you can only enter those that you are a member of.
How do I run a report in a teamspace?
To ensure that a report is generated within the desired teamspace:
Navigate to the Teams tab
Enter the desired teamspace
Select + New report in the top right of the teamspace
Select Person or Organisation to start generating your report
When generating a report within a teamspace, you'll also be able to see which team you are within when selecting between Person or Organisation.
Can I run a report outside of a teamspace?
Yes. Reports run from the home page or from the Reports tab are saved to your own Private space - not to any teamspace.
Only you and any organisation admins can view reports within your Private space
Sharing reports that exist within teamspaces
All members of a teamspace can see every report within it. If you'd like to share a report with someone who isn't a member, you can use a sharelink.
How do I share my report with a user who is not in a teamspace?
While reports run within teamspaces are only visible to members of that teamspace, you can share reports with users outside the teamspace by using a sharelink.
If a user generates a report and shares it via a sharelink, the link will continue to function even if that user later leaves the teamspace.
Can I move reports between teamspaces?
Yes. Reports can be transferred between teamspaces. To do this:
Navigate to report centre
Select the three dots to the right of the report
Select Move report.
For information on creating teamspaces, managing users, and assigning roles, see Managing teamspaces.