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Overview

Enterprises and MSPs with many workspaces can build a single “source-of-truth” report or dashboard and have Pelanor automatically spin up an identical copy inside every workspace.
This avoids manual duplication and keeps formatting, filters, and grouping logic perfectly consistent.

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How It Works

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Report Configuration

When you set a report to Visible in all workspaces, Pelanor creates a separate instance of that report in each workspace.
Every instance shares the same configuration (date range, grouping, filters) but queries only the data that belongs to its workspace.

Example
A global report grouped by Service for the last 30 days will appear in every workspace.
Workspace A will show its own service costs; Workspace B will show a different set—yet both use the exact same layout.

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Data Isolation

Only the configuration is global. Actual spend and usage remain scoped to the workspace the user is in, so permissions and data boundaries stay intact.

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Creating Global Reports

1

Start in the Default Workspace

Global content can be created only from the Default Workspace.
You’ll need Admin or Advanced permissions there.

2

Build Your Report

Design the report as usual—select metrics, groupings, filters, and date range.

3

Set Visibility

Click Save Report and choose Visible in all workspaces from the dropdown.
That’s it—Pelanor propagates the report everywhere.

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Creating Global Dashboards

Dashboards follow the same visibility control: select Visible in all workspaces when saving.

Build global dashboards only from global reports.
If a widget references a local-only report, it will show an error in workspaces where the underlying report doesn’t exist.

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Best Practices

TipWhy It Matters
Plan your global strategyDecide which views truly benefit every workspace before enabling global visibility.
Use global reports for global dashboardsEnsures every widget renders correctly everywhere.
Standardise namingA clear convention (e.g. “Global – Cost by Service”) helps users recognise shared content.