Share Saved Explorations: Filters, Selections, Variable States

While exploring a report, you may uncover valuable insights resulting from a combination of interactive behaviours, such as:

• Applying filters
• Making selections
• Adjusting variable settings (e.g. what-if scenario inputs)
• Using named groupings and named measures

To preserve and share a specific insight derived from these interactions, you can bookmark the current state of the report. This creates a linkable snapshot that can be shared with other users, ensuring they see the report exactly as you did when the insight was discovered.

Saved Explorations let Report Viewers preserve, return to, and share a specific view of a report—filters, selections, variables, tab views, and more. This allows users to pause their analysis at any point and easily resume or share their customised report state without affecting the published version.

What Is an Exploration?

When viewing a published report (as a non-editor), you’re in exploration mode, where you can:

• Apply filters
• Make selections
• Switch tabs
• Adjust variables
  
  

These changes are local to the browser session unless explicitly saved as an exploration, and they never affect the official report.

Two Ways to Work:

There are two ways to preserve your exploration:

1. Implicit Saving (Automatic)

• Your state is remembered automatically if you're logged in with a recognised identity (e.g. email or username).
• You can return later—even from a different device—and pick up where you left off.
• No manual action or URL change is needed.
• Implicit saving only happens when exploring a report opened from the published URL, and not from opening a saved exploration.

2. Saved Exploration (Explicit Saving)

• You manually save your current state by clicking Save Exploration.
• You can also optionally give your saved exploration a name, making it easier to remember and organise.
• This creates a unique URL capturing your custom view, which you can bookmark or share.
• Others opening the link (with access) will see the same view.

Implicit Saving: Continue Where You Left Off

When enabled and the viewer is logged in, the system remembers your last state:

• Filters, tab, selections, and view layout are automatically restored
• No save button or link required

? How to Enable (For Editors)

In the Sharing dialog > Advanced section, toggle “Viewers continue where they left off”

• Applies only to logged-in users with a recognised identity
• Not available for anonymous users

Saved Exploration: Manual Save with Sharable Link

When you've reached a meaningful point in your exploration, choose 

Save Exploration from the three-dots menu.

This:

• Captures your current filters, selections, and tab
• Lets you revisit or share that exact view
• You can optionally provide a name for your saved view to identify it easily

You can continue exploring and make further changes. If you reach another valuable state, you can simply use Save Exploration again to create a new saved view.

Revert to Published Version

You can discard your personal exploration at any time and return to the latest published version of the report by selecting  Revert to Published from the three-dots menu.

Sharing and Access

• Saved links restore the exact filtered/searched view
• Anyone with access can open a saved link and see the same state in viewer mode

How Published Versions Are Handled

Every time you open a report:

• The system applies your saved or implicit exploration on top of the latest published version
• If the saved state is still compatible, your view restores seamlessly
• If incompatible (e.g. a tab or view no longer exists), you see the latest published version with a toast.

? Note: There is currently no automatic notification when a new version is published. However, users can always switch to the published version manually using Revert to Published from the three-dots menu.

Things to Know

• Available to Enterprise users
• Explorations do not modify the published report
• “Continue where you left off” only works for logged-in users with known identity (e.g. email address or username).
• Multiple saved views can be created per report
• Save and Revert actions are in the three-dots menu