Answers
Saved reports: pins, sharing, and whose name is whose
A saved report remembers a way of looking, range, comparison, filter, chart choices, not a snapshot of numbers. Opening one replays that view on today's data. Save one from the dashboard under Export → Save view, or build one on the Reports page, then manage it there.
Build a report: blank, from a template, or by asking
On the Reports page, New report opens a blank dashboard with the Library open: add the widgets you want, add your own tiles from the Library's Sources tab, choose the range, then press Save as report and give it a name. A report keeps its own tiles, separate from the ones on your own dashboard. The templates (Owner's weekly, Online sales, Phone sales, Sales manager, Affiliate manager, Appointments) start you off with the widgets and tiles that answer that job; you only see the ones your account has the data for. Or type what you want to see into the box under them and Ask AI builds the report and saves it for you. Open a report you made and the board says so at the top: change it, then press Save changes. Nothing is saved until you press Save.
Pin it and it lives in your sidebar
Pin puts the report in your sidebar's SAVED REPORTS section the moment you press it, and Unpin removes it just as fast. Pins are yours alone: pinning something does not put it in anyone else's sidebar, same as your bookmarks bar.
Sharing, and the access it may carry
Share hands a report to someone on your account. If the report shows data their role cannot see, we say so before anything happens: a member sharing has to ask an admin, and an admin granting wider access is told exactly what they are granting. Nothing widens silently.
Renaming is yours, on your copy
Rename swaps the title into an editable field right on the row, Enter saves, Escape cancels. And here is the part worth knowing on a team: your rename changes the name only for you. People a report was shared with keep the name it had when they got it, and if the creator renames it later, everyone who already has it still sees the old name; only people it is shared with from then on receive the new one. Renamed your own copy? Nothing anyone does, including re-sharing it to you, overwrites your choice. Pins, share links, and schedules all keep working through any rename, because the report's identity never changes, only what someone calls it.
Scheduled delivery
Any saved report can post its freshly computed numbers to a webhook on a cadence, daily, weekly on Mondays, monthly on the 1st, into Zapier, Make, Slack, or your own endpoint. The numbers are computed by code from your published data at send time, the same way the dashboard computes them. Email delivery is coming.