How do I add a Workspace Summary to a Report?

Last updated July 2, 2024

There are three ways to add a workspace summary to a report:

Alternative 1:

1. Go to Workspaces and open your workspace.

2. Select a summary (mouse over the summary headline and tick the box).

3. Click the Add to button, select the target report in the drop-down, and then click Add. 

Alternative 2:

1. Pin your Report to the menu to create a drop-zone.

2. Open your workspace.

3. Drag and drop the workspace summary to the report drop zone.

Alternative 3:

1. Go to Reports and open your report.

2. Click Connect Workspaces in the Refine section of the reporting workflow.

2. Search workspace and click to connect selected workspaces to the report. 

3. Drag and drop summaries from the added workspaces to the report.

User Access: Workspaces are available for all users. The Report module is only available for Superusers.