A saved report is a set of instructions, not a document. It remembers how the workbench was arranged and rebuilds the chart from live data every time you open it — so a report saved in March shows March's numbers in March and today's numbers today.
Saving
The save control appears in the toolbar only after you change something. Until then there is nothing to save and no button to press.
- Adjust the report until it says what you want
- Click the save button
- Type a name in the Name... box
- Confirm with the green tick, or press Enter
The cross cancels without saving.
What a saved report keeps
- The data source
- Which metrics are ticked
- The grouping
- The chart type
- The date preset
- Whether Compare is on, and whether it is set to Prev or YoY
- Any filter chips in place when you saved
Saved reports are shared. They belong to the venue, so they appear under Saved for every colleague who can open Reports.
What saving does not do
There is no description field, so the name is the only explanation anyone gets. There is also no rename, no delete, no duplicate and no overwrite — saving again always creates another entry. Two consequences worth planning around:
- Name reports properly the first time. "Q1 booked by source" survives; "test 2" becomes clutter nobody can remove.
- Revising a report leaves the old one behind. Load it, change it, save it under a new name, and both now sit in the list.
A star marks a favorite in the list, but nothing in the app can set one yet.
Exporting
One export button, and it produces a CSV.
Click it and the file downloads straight away — there is no dialog and nothing to choose. It is named after the report and the moment you exported it, and it contains exactly what the chart is showing: a header row of your grouping and metric names, then one row per bar, slice or point. Filters and the date range are already applied, so the file matches the screen.
Switching to the Table chart type before exporting is worth the click — it shows you the rows you are about to get.
CSV opens in Excel, Numbers, Google Sheets and every accounting package worth the name, so it is a workable route into a spreadsheet for anything more elaborate.
What is not available
Be aware of this before promising anyone a document:
- No PDF. Nothing in the workbench produces one.
- No Excel workbook. No .xlsx, and no summary or metadata sheets.
- No image export. The chart cannot be saved as a picture — a screenshot is the only way to put one in a deck.
- No scheduled or emailed reports. Every export is something you do by hand, now.
For a board pack, export the CSV, build the table where you need it, and screenshot the chart if the picture matters.
Tip: Pair a saved report with a rolling preset like MTD or YTD rather than a fixed window. Open it on the first of the month and it has already moved on without you touching it.
Frequently Asked Questions
Can I email a report from CeremonySync? No. Export the CSV and attach it yourself.
Does the export include the comparison figures? No. The file holds the current period only, even when Compare is on.
Does it export everything or just what I filtered? Just what is on screen. Clear the filter chips first if you want the lot.
Can I get the individual records rather than the totals? Right-click a bar or slice on the chart. The panel that opens lists the records behind that point and exports them separately.
Can my team change or delete my saved reports? Anyone at the venue can open one and save their own version. Nobody can delete or overwrite yours — including you.
Keep reading
Still stuck? A person reads every email.
If a guide and the app disagree, the app is right. Tell us and the guide gets fixed.