Save, share, export and schedule a report
Saving puts a report in your workspace library, where anyone can reopen it, clone it or drop it onto a dashboard. There is no export, no share link and no scheduled send for a saved report today, so the Monday delivery is a dashboard people open rather than a file that arrives — this page covers what is there and what to do instead. To build the report first, read Build a report from scratch.
Before you start
Read this before you plan a delivery
A saved report has no download, no share link and no scheduled send. Nothing in MarqIQ emails a report to anyone on a schedule. The only download in Intelligence Studio is the Data Audit report sheet, which covers an audited source rather than a report you built — the last section says where it is.
Permissions required
Anyone in your workspace who can open Intelligence Studio can open, change, clone and delete every saved report and every dashboard, including ones somebody else made. The card records who created it and when it last changed, and that is the whole of the ownership model.
There is no rename
Nothing in the library or the builder renames a saved report. A name is fixed at the moment you save. To change one, save the report again under the name you want and delete the old card — and check your dashboards first, because a tile points at the card you are about to delete.
Save the report
Type a name over the auto-generated one at the top left of the builder.
Until you type, the builder names the report after the source and the first row dimension — HubSpot — Original Source. Save stays greyed out while the name is empty.
Click Save.
The button turns green and reads Saved, and a moment later the builder opens your library.
An amber line appears instead when the save fails. Nothing is stored in that case, and the layout on your screen is the only copy until the button reads Saved.
*Save* always creates a new report
The builder cannot save over the report you opened. Opening a saved report, changing it and clicking Save leaves the original where it was and adds a second one under the name in the box. Rename the copy before you save it, or you get two cards reading Pipeline by Source.
What the save records
The source, the date range, your row and column dimensions, your measures, your calculated fields, your filters, whether those filters are joined by and or by or, and the chart type. A filter with no field or an empty value is marked incomplete — ignored in the builder and is dropped on save rather than stored half-written. Nothing else travels: the report does not store an attribution model, because the builder has no model selector.
Name it so the library survives
Because every save adds a card, the library fills with near-duplicates faster than a folder would. Names are the only thing holding it together — there are no folders, no tags and no descriptions you can type.
- Put the source first, the way the auto-generated name does. A card shows the source as a chip, but a search box matches the name only.
- Put the grouping next: HubSpot — Original Source by Month.
- Put the period in the name when it matters. A card shows the source and the chart type as chips and no period, so two cards that differ only by period look identical.
- Never leave (copy) in a name. Clone adds it, and a library of (copy) cards cannot be read.
- Get the name right before the first save. There is no rename, so a second attempt is a second card you then have to delete.
Work with the library
Open Saved reports in the sidebar, under Intelligence Studio.
Inside Intelligence Studio the same library sits under the Reports tab on the Studio tab row. The page is headed Saved Reports.
Type into Search reports… to find one.
The search matches the name. It does not match the source, the chart type or the person who made it.
Click the star on a card to make it a favourite.
Favourites are grouped above the rest under a Favorites heading. The star is per workspace, not per person, so starring a report stars it for everybody.
Click Clone to copy one.
The copy is named <name> (copy) and carries the same settings. Use it as the starting point for a variation, so the original keeps working for whoever relies on it.
Click Edit to reopen a report in the builder.
Remember that saving from there adds a card rather than replacing this one.
Click the bin icon to delete one.
A browser prompt asks Delete this report? Nothing checks your dashboards first — read the warning below.
Check your dashboards before you delete
Deleting a report does not remove the tiles pointing at it. Each of those tiles then reads This report was deleted. with a Remove widget button, on every dashboard that carried it, for everyone. Open Dashboards and look through the tiles first.
Get it in front of the team
A dashboard is the delivery mechanism. A tile reads live, so the screen your team opens on Monday is drawn from that morning’s data — but a tile is not the report. It answers the same question over a wider set of records, for the reason in the note at the end of this article, so read the two as related rather than identical.
Click Add to Dashboard on the report's card.
Click an existing dashboard in the list that drops down.
Each row names the dashboard, and the first one you ever created carries a Default label.
Type a name into New dashboard name… and click Create instead, when none fits.
That makes the dashboard and opens Dashboards, and the new dashboard is empty. The report is not added to it.
Go back to Saved reports, click Add to Dashboard on the same card and pick the new dashboard by name from the list. That second pass does add the tile.
Click Edit Layout on the dashboard to arrange the tiles.
Drag a tile by its header and drag its corner to resize. The layout is saved as you let go. Click Done to lock it again.
Set the date list in the dashboard toolbar.
The choices are Report default, Last 30 days, Last 90 days and Last year. Anything other than Report default overrides the period saved with every report on the canvas at once. Each source is measured on its own idea of when a record was created: your own captured fills on when the form was submitted, anything synced on the date the tool itself records. The report prints which one it used.
The override is not saved with the dashboard. It lasts until you leave the page, and the next person to open it sees Report default.
A tile keeps the name it was added with
A tile stores a copy of the report's name and points at the report by its id. The header a reader sees is therefore the copy, not anything read live. Two cards carrying the same name make two tiles nobody can tell apart, which is the other reason to get a name right before the first save.
What a tile carries from the report, and what it does not
It carries the source, the row and column dimensions, the measures, the calculated fields and the chart type. Its period is the report's own unless the dashboard date list is overriding it, measured on the date the source itself records. The filters are dropped, together with the Match ALL (AND) / Match ANY (OR) choice that joins them and any rows you had collapsed in a matrix. A tile therefore pivots every record the source returns for its period. A tile made from a filtered report reads broader than the report, and nothing on the tile says a filter went missing. Compare a tile against the report it came from before a meeting — a dropped filter is the usual way a figure gets misread.
Tip
Build tiles that are safe to read without their filters. Put whatever a filter excludes into the report name — HubSpot — Original Source, EMEA only — because the tile header is the only thing a reader sees.
Getting numbers out of MarqIQ
There is one export in Intelligence Studio, and it is not on a report you built. It is the Data Audit report sheet for one connected source.
Open Data sources.
Choose the tool, or the spreadsheet, you want.
Click Export report at the top of the page.
A letterheaded report sheet opens, carrying that source's audit figures.
Click Download Excel for the rows.
The workbook carries that source's audit as named sheets — Summary, Outcome Mix, Sourced vs Influenced, Volume Leaders, Data Caveats, Executive Read and a field-intelligence sheet.
Click Download PDF for the sheet itself instead.
It opens your browser's print dialogue.
For the numbers in a report you built yourself, read them off the screen or off a dashboard tile. Switching the report to Table or Matrix / Pivot first gives you rows you can copy.
- No spreadsheet download from the builder, the library or a dashboard.
- No share link. A colleague needs a login to your workspace — see Invite people and set their role.
- No scheduled send, no weekly email, no recipient list.
- The Attribution tab on Prebuilt Analytics has no download either.
If it did not work
Saving made a second report with the same name
Why: Save always creates a new saved report. The builder cannot save over the one you opened.
Fix: Open Saved reports. The two cards are the original and your edit — the newer one carries the more recent time under it. Check which dashboards point at each before you delete either.
An amber line says the report could not be saved
Why: The save request failed and nothing was stored.
Fix: Click Save again. Do not leave the builder first: the layout on your screen is the only copy until the button reads Saved.
Save is greyed out
Why: The name box is empty.
Fix: Type a name. The builder offers one made from the source and the first row dimension until you overwrite it.
A dashboard tile reads This report was deleted.
Why: Somebody deleted the saved report the tile points at. Deleting a report leaves its tiles behind.
Fix: Click Remove widget on the tile. To get the report back, rebuild it in the builder — a deleted report cannot be recovered.
A dashboard tile shows a name nobody uses any more
Why: A tile stores a copy of the report name taken when the tile was added, and it still points at that report. Because there is no rename, the usual history is that somebody saved a better-named copy and left the tile on the old one.
Fix: Open the dashboard, remove the tile and add the report you actually want. Check which card that is in Saved reports first — the newer one carries the more recent time under it.
A dashboard created from a report card is empty
Why: Create makes the dashboard and opens Dashboards without adding the report to it.
Fix: Go back to Saved reports, click Add to Dashboard on the card and pick the new dashboard from the list.
A colleague cannot find a report you saved
Why: The library search matches the name only, and the library is one flat list with favourites at the top.
Fix: Send them the exact name, or star it so it sits in Favorites for everybody.
Changing the period changes nothing
Why: The source is a spreadsheet. A dataset is a file somebody uploaded once, so its rows are as old as the file and “created in the last 90 days” is not a question it can answer — bounding one would empty it. The period is deliberately not applied there, and the report says so where it would otherwise print the period.
Fix: Read a spreadsheet report as covering every row in the file, which is what it does. Where you need a period inside a file, add the file’s own date column as a row dimension so the breakdown carries the time itself.
A tile shows different numbers from the report it came from
Why: A tile drops the report's filters, so it counts records the report excludes. The dashboard's date list can move a tile too, in either direction: its choices are 30, 90 and 365 days while a report can be saved at 180 days, a year or three, so Last 30 days over a three-year report narrows the tile rather than widening it.
Fix: Set the date list back to Report default and compare again. Where the report carries filters the tile cannot match it: rebuild the report so the exclusion is a row dimension a reader can see, or keep that report off the dashboard and open it from Saved reports.
Next steps
Related articles
Was this article helpful?