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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.

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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

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Prerequisites

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How To

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Run a Report

  1. Navigate to Reports from the sidebar
  2. Select a report from the library
  3. Configure parameters (date range, filters) if prompted
  4. Click Run Report
  5. Results appear in the interactive table

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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

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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.

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Manage Permissions

  1. Open a report you own (or have can_edit access to)
  2. Find the Permissions section
  3. Click Add Permission to grant access to a specific user or role
  4. Toggle individual flags: View, Run, Edit, Schedule
  5. Click the trash icon to remove a permission

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Export Results

  1. After running a report, click the Export dropdown
  2. Choose a format: CSV, Excel, PDF, or JSON
  3. The file is generated and uploaded to secure storage
  4. A download link opens automatically (valid for 24 hours)
  5. Re-download from the run history if needed

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Troubleshooting

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References