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Projects

Projects

A Project is a grouping of reports much like a folder. To share a report with a specific group of members of your Workspace, you can create a Project from the Home or Projects pages (if you have permission).

Create a Project modal

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All Workspaces come with a default Project. All reports are shared with the default group automatically.

When a new member is added to your Workspace, you can add them to specific Projects.

You can change which Project a report is part of on the Report settings page.

Report settings

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If you are on the Cloud Starter plan, you will be limited to your default Project, and won't be able to create another until you upgrade to Cloud Pro.