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Workspaces in CxReports

Workspaces are a key feature in CxReports. They provide a way to organize your reports and data in separate, independent areas within the application. Think of them as individual sandboxes where you can play around with your data without affecting other workspaces.

Creating Workspaces

As a root user, you have the ability to create new workspaces. These are accessible from the Workspaces page within the application. It's important to note that workspaces are not interconnected. This means that each workspace operates independently of the others.

To create a workspace, follow these steps:

  1. Select Add new workspace.
  2. Add a Name of the workspace.
  3. Add a Description of the workspace.
  4. Add a Code of the workspace.
  5. Optional: Init configuration switch offers user to initialize default report type, parameter group, language and theme.
  6. Select Add.

Duplicating Workspaces

Root users can duplicate an existing workspace. The duplicate is a fully independent copy containing:

  • All reports, subreports, templates, themes, report types, page types, languages, parameters, data sources, dictionaries, and custom components.
  • Report thumbnails — each report in the duplicate gets its own copy of the thumbnail image, so the two workspaces never share one.
  • Portals and portal designs (when portals are enabled) and workflow definitions (when workflows are enabled).
  • Connections — external databases, data agents, Google Cloud service accounts, Microsoft cloud accounts, API connections, SMTP servers, and AI integrations — including their credentials.
  • Workspace roles and user memberships, and the public file system.

A few things intentionally start fresh in the duplicate:

  • Report access control resets to workspace-inherited access, with the duplicating user granted full access. Reconfigure per-report permissions in the new workspace as needed.
  • Only reports the duplicating user can see are copied.

Duplication is all-or-nothing: if any part fails (for example, a report references content the duplicating user cannot access), no workspace is created.

Managing Workspace Users

After creating a workspace, it won't have any users assigned to it by default. You, as a root user, need to manually add users to the workspace. This is done through the Workspace Users section of the application.