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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.

Interactive report builder at /reports/builder where users construct custom reports by selecting database tables, columns, joins, and filter conditions without writing raw SQL.

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Overview

The Report Builder page provides a visual interface for creating new organization reports. Users select one or more source tables via TableSelector, choose columns with ColumnSelector, define joins between tables via JoinBuilder, add filter conditions with FilterBuilder, and preview the generated SQL in SQLPreview. The report is saved with a name, description, and category (defaulting to custom). On save, the user is redirected back to the reports list. The page uses useOrganization to scope the saved report to the current organization.

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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 to the platform.
  • Understand which tables contain the data you need before building a report.

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Steps

  1. Navigate to /reports/builder.
  2. Enter a Name and optional Description for the report.
  3. Select a Category (defaults to custom).
  4. Add one or more source tables using the Table Selector.
  5. Choose the columns to include from each selected table.
  6. Define any joins between tables if using multiple tables.
  7. Add filter conditions to narrow the data.
  8. Review the SQL preview to confirm the query shape.
  9. Click Save to create the report.

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Key concepts

Report category — A classification for organizing reports. The default is custom; other category values come from the report_category database enum. Join builder — Defines how two tables are connected (e.g., shared key). SME: confirm supported join types. SQL preview — A read-only view of the SQL that will be generated from your selections.

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/components/TableSelector.tsx
  • src/platform/reports/useReportMutation.ts