Working with workspaces

You can use a workspace to group reports for easier access, sharing, and downloading data.

All workspaces can be found in the primary navigation menu, under the Optimize section. To create new workspaces, simply select the + icon in the open workspace title bar and give your new workspaces a title. If you need to change your workspace's name or add/edit a description, go to Properties within your Menu options on the workspace title bar.

Within the Menu options, you can also email, share, close, and delete workspaces. You can even Enable hidden reports.

Emailing a workspace allows you to send a workspace as a Microsoft Excel, PNG, or PDF attachment to a specified email address. You can email the workspace one time or schedule recurring emails to be sent on a daily, weekly, or monthly basis. Scheduling options are available based on the availability of the corresponding recurring report in the workspace. For example, the monthly option is available only when the workspace contains monthly recurring reports. Use the email feature to add report charts and data to presentations. Or, share this information with other users in your organization who may not have access to Digital Analytics! The Microsoft Excel format includes the charts of all reports in the workspace, and the table data from each report is included on separate worksheets.

Note: If you email a workspace that contains a report with personal data, the report is excluded from the email.

Sharing a workspace is different than emailing one. Workspaces are private until you share them with other users. Using the Share option enables you to determine who you want to share each workspace with. If you share a workspace with All users, the workspace is available under Public Workspaces to everyone in your organization. If you share a workspace with a User group, the workspace is available under Shared Workspaces to users in the specified user group. If you are an administrator, all reports are available to you under the Admin workspace. Be sure to Save your changes!

Workspaces are your area to control; you can always customize the display of a workspace's report widgets. To resize a report, click and drag the lower right corner of a widget. If you want to rearrange the position of a report widget (or multiple), click in the report title header of a widget and drag the widget to its new location.

For another useful customization, you can change the visualization type of your widget report. In the report widget's title bar, open the Report actions drop-down and select Properties to change the display to Column, Pie, Donut, or Grid.