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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.

Reports hub at /reports where users browse, select, run, and download organization reports and platform-provided report templates.

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Overview

The Reports page presents a two-panel interface: a left panel for browsing and selecting reports (via ReportLibrary for organization reports and platform templates), and a right panel for configuring parameters and viewing results (ReportParameters, ReportViewer). A history panel (ReportHistory) shows prior executions. The active report definition is fetched via useReportDefinition; execution is triggered via useReportExecution. The breadcrumb label updates to the selected report’s name.

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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.
  • At least one report or template must exist. Use /reports/builder to create a custom report.

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Steps

  1. Navigate to /reports.
  2. Browse the report library on the left and select a report or platform template.
  3. Configure any required parameters in the parameters panel.
  4. Select an export format if applicable.
  5. Click Run to execute the report.
  6. Review results in the viewer. Prior executions appear in the history panel.

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Key concepts

Platform Template vs. Organization Report — Platform templates are provided by the system; organization reports are created via the Report Builder. The run source label indicates which type is active. Report execution — A report run is asynchronous; the viewer shows row count and execution time on completion.

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/ReportsPage.tsx
  • src/platform/reports/ReportLibrary.tsx
  • src/platform/reports/useReportDefinition.ts