Overview
Library Reports is the persistent catalog of Reports inside Lens. It collects every Report a Lens Designer has authored, been shared, can read as a system-generated report, or has saved as a personalized view (Custom Report). The surface organizes these into four tabs and exposes per-row Actions for the operations a Designer performs on a Report after it has been built.
Library Reports is accessed from Lens → Library → Reports. Reports themselves are authored in Lens Design and viewed on Dashboards; Library is where they are organized, recovered, imported, shared further, scheduled, embedded, or deleted.
When to use it
- Locate a Report you authored to edit, share, schedule, or delete it.
- Open a Report another Designer has shared with you.
- Apply a saved set of filters and column preferences (Custom Report) to a base Report.
- Recover a previously saved version of a Report after an unwanted edit.
- Import a Report exported from a different environment via an RPT file.
Tabs
| My Reports | Reports authored by the signed-in Designer. | Standard column set; full Actions column. |
| Shared Reports | Reports another Designer has shared with the signed-in user. | Owner column shows the sharer’s email; Shared Date column replaces Created Date. |
| System Reports | Reports produced by the platform (system-generated). | Otherwise the same column. |
| Custom Reports | Saved filter and column views over a base Report. | Action set is Details, View, Rename, Delete (no Share, Schedule, Send, or Embed). |
Common columns
My Reports, Shared Reports, and System Reports tabs share a consistent column layout.
| Name | Report title. |
| Owner | Email of the user who shared the Report. Present on Shared Reports only. |
| Default in Dashboard | Marks the Report as the first to load when the Dashboard opens for this user. |
| Show in Dashboard | Toggle that controls whether the Report appears on the Dashboard. Off hides it; on displays it. Independent of Security Tag–based access controls. |
| Order in Dashboard | Numeric position controlling display order on the Dashboard. |
| Created Date / Shared Date | Created Date for owned Reports; Shared Date for Reports received via share. |
| Updated Date | Timestamp of the most recent change. |
| Status | Current state of the Report (Published or Unpublished). |
| Actions | Icons for the operations available on the Report in this tab. |
Actions
Action availability differs by tab. The table below covers the full set; an action’s presence on a given tab is summarized in the Tabs section above.
| Share | Shares the Report with users, scoped by role/ group. |
| Edit | Opens the Report in the Report Designer for editing. |
| Embed Link | Generates a URL or iframe for embedding the Report. Configurable Type (Secure / None / Anonymous), Display Type (Fit / Scroll), and optional Domain Name. |
| Schedule | Creates a scheduled job that delivers the Report on a recurring or one-time schedule. |
| Edit Description | Description of the Report. |
| Delete | Removes the Report after a warning pop-up. |
| Recovery | Rolls the Report back to a previously saved version selected from a timestamped list. |
| Details (Custom Reports) | Opens a pop-up showing the filters and column preferences saved into the Custom Report. |
| View (Custom Reports) | Opens the Custom Report; the toolbar’s Save as Custom Report button becomes Update Custom Report. |
| Rename (Custom Reports) | Renames the Custom Report. |
Embed Link
The Embed Link action produces a sharable URL or iframe for the Report. The configuration controls who can open the embedded view and how it renders in the host page.
| Type — Secure | Protects the URL. The link cannot be opened anonymously. |
| Type — None | URL is openable without credentials. |
| Type — Anonymous | URL is openable without credentials. |
| Display Type — Fit | Renders the Report contents on a single page. |
| Display Type — Scroll | Renders the Report with vertical scrolling for long content. |
| Domain Name | Optional. |
| URL | Generated link. Can be copied and shared. |
| iframe | Generated iframe HTML. Can be pasted into a Report’s HTML editor or any external page. |
Embed Link configuration is preserved when Save is clicked on the Embed Link pop-up. Reopening the pop-up later shows the saved selections.
Recovery
Recovery preserves saved versions of a Report and provides a roll-back path. When the Recovery action is used on a Report, a list of timestamped saved versions appears; selecting one overrides the current Report with that version.
Import
Import brings a previously exported RPT file into Library Reports. The pop-up requires four pieces of information.
| Select Project | The Project under which the imported Report will be stored. |
| Select Datasource | The Datasource the Report was originally built against. Should match the Datasource the RPT references. |
| Override / Create New | Override replaces an existing Report by the same name; Create New adds as a new Report. |
| Attach Documents | The RPT file previously exported from the Report Designer. |
Custom Reports
A Custom Report is a saved view over a base Report — a stored set of filter selections and column preferences under a custom name. The Custom Report does not duplicate the base Report’s data or definition; it points to the base Report and applies the saved overlays at view time.
| Creation | Triggered by a Save as Custom Report button placed on the base Report via Custom HTML in the Report Designer. After saving the button on the Report, applying filters and column choices on the Dashboard and clicking the button creates the Custom Report. |
| Update | Opening a Custom Report turns the same button into Update Custom Report. Adjusting filters or columns and clicking saves the changes; the update pop-up also allows renaming. |
| Storage | Custom Reports are listed under the Custom Reports tab in Library Reports. Available actions: Details, View, Rename, Delete. |
| Data freshness | Each open re-runs the base Report against current data with the saved overlays applied. Custom Reports are not data snapshots. |
| Relationship to base Report | If the base Report is edited, Custom Reports built on it reflect the change at next open. |
Key behaviors
Tab determines audience and Action set. My Reports / Shared Reports / System Reports / Custom Reports each scope the visible Reports differently and expose different Actions. The same Report can appear in multiple users’ Library Reports surfaces — once for the owner under My Reports, again for each share recipient under Shared Reports.
Show in Dashboard governs Dashboard visibility independently. Library shows the Report regardless of the Show in Dashboard toggle; Dashboard visibility is governed by the toggle plus any Security Tags applied to the Report.
Custom Reports are saved views, not copies. A Custom Report stores filter and column preferences against a base Report rather than duplicating the Report. Editing the base Report flows through to every Custom Report built on it.
Recovery is version-based. Recovery rolls a Report back to a saved version chosen from a timestamped list. It is a versioning safety net rather than a full undo — only saved states are recoverable. Import requires a matching Project and Datasource. An RPT carries a Report definition, but the Project to file it under and the Datasource it queries are chosen at import time. Selecting a Datasource that does not match the Report’s columns can break the report.