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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

Users can create a new custom report at /reports/builder. The path /reports/new is not defined as a distinct route; report creation is handled at /reports/builder which renders ReportBuilder from src/platform/reports/ReportBuilder.tsx.

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Overview

The Report Builder page provides a visual interface for composing custom reports. Users select one or more source tables via TableSelector, choose columns via ColumnSelector, define table joins via JoinBuilder, and add filter conditions via FilterBuilder. A SQLPreview component shows the resulting query. Reports have a name, description, and category (defaulting to custom). On save, useCreateReport() persists the report definition. Created reports are accessible from the reports list at /reports.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • You must be signed in.
  • Identify the tables and columns you want to include in your report.

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Steps

  1. Navigate to /reports/builder or select New Report from the reports list at /reports.
  2. Enter a report Name and optional Description.
  3. Select a Category.
  4. Add one or more source tables using the table selector.
  5. Choose columns to include using the column selector.
  6. Define joins between tables if needed.
  7. Add filter conditions to narrow the result set.
  8. Review the SQL preview.
  9. Save the report.

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Key concepts

Category — Reports are tagged with a report_category enum value. The default is custom. SQL preview — Shows the generated query for transparency and debugging. SME: confirm if this is visible to non-admin users.

Platform Foundation

Platform Foundation overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/platform.tsx
  • src/platform/reports/ReportBuilder.tsx
  • src/platform/reports/useReportMutation.ts