The report shortcut widget places a clickable preview of another one of your reports inside the report you are building, so a reader can open the linked report in one click. Use it to connect related reports into a navigable set: a master overview that opens channel-specific reports, or a single branded report that acts as a client portal to everything you share with that client.
Step 1. Open the report you want to add the shortcut to in edit mode, then open the Widgets drawer on the right side of the editor.
Step 2. In the Widgets section, find "Report shortcut", then drag it onto the report grid and drop it into place. The widget lands as an empty card prompting you to pick the report it opens.
Step 3. On the "Select report" screen, choose the report you want to link. Switch between the "Regular" and "Automated" tabs to find it, use the "Type to search..." box to filter by name, and expand a space to see the reports inside it. Click a report to select it.
Step 4. Choose how the shortcut looks using the Thumbnail style control: "Card" shows the linked report's preview screenshot with its title, "Image" lets you upload your own image, and "Title only" shows just the report name. Card is the default.
Step 5. To swap the linked report later, click the widget to reopen its edit drawer under Widget source, then use the "Change" option to pick a different report.
Tip: Readers open the linked report by clicking the shortcut, and holding Cmd or Ctrl while clicking opens it in a new browser tab instead.
How readers use the shortcut
When a reader clicks the shortcut, the linked report opens with its password, theme, and interactive widgets intact, exactly as it would on its own. The experience is the same whether you are the editor or the end reader, with one difference: the end reader can only open the linked report if they have access to it. If the linked report is protected by a password, the reader types it in the same way they normally would.
Important: A linked report keeps whatever rolling or custom date range it had selected, so it does not inherit the date range of the report the shortcut sits in.
When to use it
Reach for the report shortcut widget when you have more to show a client than fits in one clean report. Move supplemental widgets into a separate report and attach it to the main one, so the primary report stays readable, and the detail is one click away. It also lets you build a single client-facing hub that links out to every report you share with that client, and it gives readers a path to contextual data when they want to understand why a number moved.