Report viewer actions
The Report viewer — what’s rendered when a Report is open — has a top bar with three actions: Multi-Period View, Schedule, and Download.
Multi-Period View
Section titled “Multi-Period View”The Multi-Period View button switches the Report from its standard layout (one row per section) to a side-by-side comparison across multiple periods. Useful for week-over-week or month-over-month reading without leaving the Report.
| Standard view | Multi-Period View |
|---|---|
| One column per metric, one value per row | One column per period (Week 1, Week 2, …), one row per metric |
| Date range = the single active period | Date range = the most recent N periods |
| Comparison applied as % change in-row | Comparison applied as a final column at the right |
The default Multi-Period View shows four periods. Switching to Multi-Period locks the Report’s date range until toggled back; the date-range selector is hidden in this mode.
When to use it
Section titled “When to use it”- Reading trend, not just current-period value — a single metric over 8 weeks tells a different story than the same metric for last week alone.
- Spotting an inflection point — a flat metric that just turned shows up clearly in side-by-side periods.
- Cross-period reconciliation — confirming that Week 1’s Week-3-comparison matches Week 3’s Week-1-comparison.
Multi-Period View is per-Report, not per-section. Every section in the Report renders in the multi-period shape when toggled.
Schedule
Section titled “Schedule”The Schedule button creates a daily email digest of the Report’s contents — see Scheduled Reports for the full workflow.
Opening Schedule from inside a Report pre-fills the metrics list with the Report’s tiles, so the email mirrors the Report’s contents on a daily cadence. Recipients added here are scoped to this specific schedule, not the workspace.
To pause or delete a schedule created this way, open Settings → Scheduled Reports.
Download and export
Section titled “Download and export”The Download button exports the Report as an Excel workbook (.xlsx). Reports can contain multiple sections, and forcing those into a single CSV would disturb their structure and calculations — so Reports and Report sections download as .xlsx, while Explore dashboards and dashboard data tables export as CSV. The download reflects the current Report state (date range, filters, and section configurations).
Full Report vs single section. The report-level Download (top bar) exports every section. To export just one section’s data, use the section’s own export action near its table — it produces the same .xlsx for that section alone.
For larger Reports (many sections, long date range), the export may take several seconds; the button shows a progress indicator while the file is prepared.
Common questions
Section titled “Common questions”The Multi-Period View toggle is missing. Multi-Period View requires at least one section with a comparison-capable metric. Reports built entirely from snapshot-only tiles (counts as of “now”) don’t support multi-period rendering — the toggle hides rather than failing.
Schedule from inside a Report doesn’t appear in Settings. Schedules created from the Report viewer are visible in Settings → Scheduled Reports. Members can see schedules but cannot edit or delete them — only admins manage schedules.
Can the Download include the Multi-Period View shape? Yes — when Multi-Period View is active, the export reflects that shape (columns per period). Toggle back to standard view before downloading to get the row-per-metric shape instead.
A Report download is empty.
Widen the date range — some filters can exclude every row — then download again.