Create public reports

In the full version of Companion, data architects can create and edit public reports in the sandbox dashboard. When you create or edit reports in the dashboard sandbox, you can test the reports before making them available to all users on the live site.
  1. In the sandbox, click Sandbox Dashboard.
  2. Use the Actions menu to create, edit, or copy a report.
  3. When the report opens in edit mode, you can do any of the following:

    Edit mode is a preview of the report with a blue background. An edit button appears near the editable component.

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