Heads Up: Some screenshots in this article show Watershed's refreshed UI which will be released January 24, 2019. Until then your actual account might look slightly different.
What is Your Reports?
Your Reports is a dashboard only you can see. Save and edit reports on this dashboard without changing Watershed for any other user. Every Watershed user has their own dashboard named Your Reports that only they can see.
- User Types
- Any user can access Your Reports (Global Admins, Area Admins, and Users).
- Available on paid plans (Analyst, CLO, and Enterprise).
- Anybody (both beginners and experts) can use this feature.
How to Get to Your Reports
Access Your Reports through the dashboard menu at the top of your screen. Click the down arrow to see the full dashboard menu and choose Your Reports:
How to Add Reports to Your Reports
You can add reports to Your Reports in one of two ways: you can use Watershed's report builder or you can use the Pin to Your Reports feature.
Create New Reports on Your Reports with Watershed's Report Builder
Please note: Only users with access to Watershed's report builder can create new reports.
When creating new reports, the report will be created on whichever dashboard was opened when you opened the report builder. To create a new report on Your Reports, go to Your Reports using the dashboard menu and then create the new report while Your Reports is open.
Using Pin to Your Reports
Pin to Your Reports allows you to put a copy of an existing report onto Your Reports. Any user (even users without access to Watershed's report builder) can use Pin to Your Reports.
Please note: If you pin a report to Your Reports, any edits made to the original report or the pinned report will also be reflected on all versions of the report (the original report, the copy on Your Reports, copies saved to other people's Your Reports, etc). Also, if the original report is deleted, the copy on Your Reports will also be deleted.
To pin a report to Your Reports, click the gear icon on the bottom right corner of a report on a dashboard:
Then choose Pin to Your Reports and a copy of the report will be added to Your Dashbaord: