We’re excited to announce that with this release, you can now easily share reports across your entire agency and configure custom filter sets on Looks for greater flexibility!  

• Streamlined Collaboration: Share reports with your entire agency in just a few clicks, ensuring everyone has access to the same critical data. 
• Centralized Organization: The "My Organization" folder ensures all shared reports are stored in one easily accessible location. 
• Customizable Filters: Apply and save custom filters on Looks, enabling faster, more tailored access to your data.

These enhancements addressed the need for streamlined collaboration and improved agency report personalization. Agencies can unlock new productivity levels and insights with centralized sharing options and tailored filters.

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Sharing Reports Across the Agency 

Please note: You must have Exporter role in order to make a copy of a report. Without a copy of a report, you will not see the Share Report option. To learn more about Exporter, check out our Reports 5.0 Beta New Roles article.

1. Navigate to the desired copied report in the Looker interface. 
2. Open the Actions Menu.
3. Select Share Report. 

Choose Share to share the saved report with your organization. 

If it doesn’t already exist, a My Organization folder will be created in Looker as the centralized storage for shared reports.

Using Custom Filter Sets 

Looks now support custom filters set!

1. Open any Look in your Reports. 
2. Apply desired filters to focus on specific data points. 
3. Save the filter set for easy reuse in future analyses. 

Why is this important?

Three ways your agency can make the most out of these features: 

• Effortless Agency-Wide Reporting: Save time by sharing essential reports like "Monthly Performance Dashboards" with your entire team using the centralized "My Organization" folder. 

• Enhanced Data Exploration: Use custom filter sets to quickly drill down into sales trends, enabling data-driven decision-making. 

• Faster Onboarding for New Members: Quickly provide new team members with access to critical agency-wide reports, ensuring they are equipped with the data they need to contribute effectively from day one. 

We hope you are excited for this new beta feature and look forward to future releases. Check out the related articles on the right side to learn more about EZLynx!