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Publishing and Previewing a Dynamic Report

Learn how to preview report data in the designer and publish your Dynamic Report so it appears in the Reports section for your team.

Written by James Ross

Publishing and Previewing a Dynamic Report

Description

Once you've configured your report's columns, filters, grouping, and KPI sections, you can preview the data directly in the designer and then publish the report so it appears in the Reports > Dynamic Reports section for your team to access.

Why Preview and Publish?

Previewing lets you verify that your report shows the right data before making it available to others. Publishing makes the report discoverable and accessible to your team through the main Reports section. You can also unpublish a report to temporarily remove it without deleting the report builder configuration.

Restrictions

  • Preview shows a maximum of 20 rows in the designer

  • Only users with the AllowReportBuilder company setting enabled can publish reports

  • Unpublishing removes the report from Reports > Dynamic Reports but the report builder entity remains in the summary

Quick Steps

Previewing Report Data

  • In the Report Designer, click the Preview Data button

  • A sample of up to 20 rows loads in the designer

  • Preview respects your current filter rules and grouping settings

  • Preview updates automatically when columns are added or removed

  • Use preview to verify that filters, grouping, and column layout produce the expected results

Publishing a Report

  • Click the Publish button in the designer

  • The system sets IsPublished = true and records a PublishedAt timestamp

  • The published report now appears in Reports > Dynamic Reports

  • A View Report link appears in the designer, opening the published report

Unpublishing a Report

  • Click the Unpublish button in the designer

  • The system sets IsPublished = false

  • The report is removed from Reports > Dynamic Reports

  • The report builder entity remains in the Report Builder summary — it is not deleted

Updating a Published Report

  • Make changes to your report in the designer (column layout, filters, KPI sections, etc.)

  • Click Save to persist your changes

  • Changes are immediately reflected in the published Dynamic Report view

  • You do not need to unpublish and republish — the Dynamic Report view reads from the same report builder entity

Important Notes

Preview data is limited to 20 rows. This is intentional — use preview to verify structure and filters, not to review the full dataset. Publish the report and use the full Dynamic Report view for complete data.

You do not need to unpublish and republish a report when making changes. Simply save your changes in the designer and they flow through to the published report automatically.

Unpublishing a report does not delete it. The report builder entity remains in the summary and can be re-published at any time.

Further Information

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