Virtual report suite workflow

An overview of the steps required to plan an implement virtual report suites.

Plan your virtual report suite strategy.

Familiarize yourself with Global/Multi-Suite Tagging considerations and the FAQs as you decide on your strategy.

Create a virtual report suite by applying one or more segments to a parent report suite.

Virtual report suites are created in the Virtual report suites manager, available through Components > Virtual report suites.

Once created, a virtual report suite is treated just like a base report suite throughout the UI and is generally supported for most extended features. For example, virtual report suites show up in the Report Suite selectors and can be selected individually just like any other report suite.

Click the Info icon next to the report suite name to view information about it.

Open a project or report and select a virtual report suite to provide a segmented view of the data.

Manage the virtual report suite.

The Virtual report suites manager lets you edit, add, tag, delete, rename, approve, copy, export, and filter virtual report suites. It is not visible to non-Admin users.