Feature: Report Library & Viewer, Export PipelineDocumentation Index
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Spec: PF-12 Phase 5 & 6
Last Updated: 2026-03-15
Overview
The Reporting system lets you run saved reports, view results in an interactive table, manage who can access reports, and export results to CSV, Excel, PDF, or JSON.Key Capabilities
- Result Table — Sort, filter, and paginate report results using the DataTable
- Cache Indicator — See when results are cached vs fresh; refresh on demand
- Permissions — Control who can view, run, edit, or schedule each report
- Multi-format Export — Export to CSV, Excel, PDF, or JSON with download links
Prerequisites
| Permission | What You Can Do |
|---|---|
can_view | See report and results |
can_run | Execute the report |
can_edit | Edit report definition, manage permissions |
can_schedule | Create/edit scheduled runs |
How To
Run a Report
- Navigate to Reports from the sidebar
- Select a report from the library
- Configure parameters (date range, filters) if prompted
- Click Run Report
- Results appear in the interactive table
Use the Result Table
- Sort: Click any column header to sort ascending/descending
- Filter: Use the filter input above each column to narrow results
- Pagination: Choose 25, 50, or 100 rows per page; navigate with page controls
Check Cache Status
After running a report, look for the Cached badge showing when results were last fetched. Click the Refresh button to force a fresh execution.Manage Permissions
- Open a report you own (or have
can_editaccess to) - Find the Permissions section
- Click Add Permission to grant access to a specific user or role
- Toggle individual flags: View, Run, Edit, Schedule
- Click the trash icon to remove a permission
Export Results
- After running a report, click the Export dropdown
- Choose a format: CSV, Excel, PDF, or JSON
- The file is generated and uploaded to secure storage
- A download link opens automatically (valid for 24 hours)
- Re-download from the run history if needed
Troubleshooting
| Issue | Solution |
|---|---|
| Download link expired | Re-export the report or find the run in history |
| Export button disabled | Result set exceeds 10,000 rows — apply filters to reduce |
| Cannot see Permissions | You need can_edit access or org admin role |
| Report shows “Cached” | Click Refresh to get latest data |