How to work with the library and collections

The library brings accessible reports, dashboards, and collections together. It helps a team reuse verified materials instead of creating similar objects repeatedly.

What you will achieve

You will create a collection, a draft dashboard, or a report, find it in the library, and mark frequently used materials.

Create a material

In the Library, select Create. Name a collection; creating one inside an open collection nests it there. Name a dashboard to create an empty draft without widgets. For a report, choose an available dataset, select fields in the builder, and select Save. The creation request includes the fields, table mode, chart type, and chart date settings; filters and comparisons are not included. See creating a report for details.

Only you can see your drafts in the library. If creation could not be confirmed, check the library before submitting again.

1. Find a material

Open the Library section. Use search, a material-type filter, or a collection. Search and filters change only the library view, not the reports or dashboards themselves.

2. Open a collection

Select a collection to see its materials. The library supports nested collections; the path to the current collection appears in the top navigation.

3. Use favorites

Mark a frequently used report or dashboard as a favorite. This mark belongs to your access and does not change materials for other members.

Verify the result

• search shows only materials available to you;
• an open collection shows its nested collections and materials;
• a favorited object is available in the Favorites view.

If something goes wrong

If a material is not found, check its name, filter, and current collection. If it is unavailable to the entire team, ask an administrator about workspace and team access.

Next step

Read working with dashboards to use a discovered material for regular monitoring.