Saved Reports

Saved reports let you bookmark a filtered view of any report and share it — with clients, stakeholders, or your team — via a permanent link.

Types

Use dynamic for internal dashboards. Use static for client deliverables where you want the data locked to a specific date.

Creating a saved report

1. Set up a report with the filters you want (date range, project, members, etc.).
2. Click Save report.
3. Name it and optionally add a description.
4. Choose dynamic or static.
5. Optionally add branding (title, subtitle, logo, accent colour, footer).
6. Click Save.

Sharing

After saving, toggle Share to publish a report. Sharing generates a random cryptographic token server-side and the public link becomes: /reports/shared/{token}

• Only reports with sharing explicitly enabled are publicly reachable. A saved report without sharing is never public, and its slug is not a valid share link.
• Re-enabling sharing rotates the token, which invalidates the previous link.
• Password protection: set a password to require it before viewing. The password is hashed (bcrypt) before storage and never returned by any endpoint.
• Revoke: toggling sharing off clears the token and the password hash immediately; old links stop working.

Branding options

Managing saved reports

Go to Reports → Saved to see all saved reports, edit branding, toggle sharing, or delete. The createdBy field tracks who made each report.