Datalore 2026.2 Help

Use report collections

A report collection is a curated set of reports that can be created, managed, and shared independently of any workspace. Use report collections to give a group of viewers quick access to all the reports that are relevant to them — without sending multiple individual links.

Typical examples include:

  • A collection of KPI dashboards for C-level management

  • A sales team’s weekly reporting package

  • A set of reports prepared for a specific customer

How report collections work

Report collections are stored at the team level in Datalore Cloud and instance level in Datalore On-Premises. You can add a single report to multiple collections.

A report collection contains links to published reports. The reports themselves remain in their original workspaces; adding a report to a collection does not move or copy it. If a report is deleted, it is removed from all collections that include it.

If a user does not have access to a report within a shared collection, the link to that report appears disabled on the collection page.

Access report collections

  1. On the Home page, select Icon of a folder with a pie chart All reports in the sidebar.

  2. Switch to the Collections tab.

Create a report collection

  1. Open the report collections page.

  2. Click New collection at the top right.

  3. Enter the collection name and click Create.

  4. Select the collection you just created.

  5. (Optional) To add a description, click the field below the title, type your text, and click anywhere outside the field to save.

Add a report to a collection

  1. Open the report collections page.

  2. Select the collection you want to add a report to.

  3. Click Plus icon Add report at the top right.

  4. Select the reports you want to include and click Update.

  1. Open the report collections page.

  2. Right-click the collection select Share.

  3. In the dialog, select if you want the collection to be available to anyone with the link or only to the users you invite individually.

  4. Enter the emails of users you want to send the link to.

  5. Select whether the invited users can view, edit, or manage the report collection.

  6. Click Send invitation.

  1. Open the report collections page.

  2. Select the collection you want to share.

  3. Click Access (Share) at the top right.

  4. In the dialog, select if you want the collection to be available to anyone with the link or only to the users you invite individually.

  5. Enter the emails of users you want to send the link to.

  6. Select whether the invited users can view, edit, or manage the report collection.

  7. Click Send invitation.

    Remove a report from a collection

    1. Open the report collections page.

    2. Select the collection you want to delete a report from.

    3. Right-click the report and select Remove from collection.

    4. Confirm the removal.

    Delete a collection

    1. Open the report collections page.

    2. Right-click the collection and select Delete.

    3. Confirm the deletion.

    02 June 2026
    Share reportsUpdate or delete a report