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Using Teamspaces

What are teamspaces, and how to generate reports within the correct teamspace

Written by Lily Share
Updated over a week ago

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 teamspaces 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

While you will be able to see Teamspaces, 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, select the teamspace before kicking-off the report.

Starting a report from the portal home page:

  1. Select 'Private space'

  2. This will bring up a list of the teamspaces you are a member of.

  3. Select where you would like the report to live.

Starting a report from the sidebar:

  1. Select '+ New Report'

  2. This will bring up a list of the teamspaces you are a member of.

  3. Select where you would like the report to live.


Can I run a report that doesn't exist in a teamspace?

Yes. To run a report that doesn't exist in a teamspace, select 'Private space' when generating a report.

Only you and any organisation admins can view reports within your Private space.


Sharing reports that exist within teamspaces

How do I share my report with a user who is not in a teamspace?

Whilst 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.

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