Reports

Reports let you design reusable Report Blueprints and produce Reports—persisted PDF deliverables you can download, email, or keep in history. Unlike Dashboards, which show live data, each Report stores a Report PDF that captures what was delivered at generation time.

Reports are PDF-first. There is no interactive report viewer, Drilldown Data archive, or Hydrated Reports capacity model.

What You Can Do

Report Blueprints are reusable templates that define:

• Ordered Report Pages, each with its own 12-column layout grid
• Typed Report Elements (header, text, metric, table, chart, image)
• Page Size (Letter, Legal, Tabloid, or A4) and per-page portrait or landscape orientation
• Optional Report Style and Report Generation Parameters
• Preview on the canvas while you edit

Reports are point-in-time PDF deliverables created from a blueprint (for example via Save Snapshot). Each Report:

• Stores a Report PDF as the deliverable and data snapshot
• Keeps metadata such as title and created time
• Remains available in Report History even if you later edit or delete the blueprint

When to Use Reports

Reports work well when you need:

• Monthly or quarterly summaries as downloadable PDFs
• Historical records of metrics for compliance or client delivery
• Standardized templates for recurring updates
• Parameterized PDFs (for example one Report per employee) driven by Report Generation Parameters

Getting Started

Navigate to Reports from the main navigation to open your Report Blueprint list. From there you can:

1. Create a Report Blueprint with pages and Report Elements
2. Save Snapshot or Preview a Report from the blueprint editor
3. Download, email, or delete Reports from Report History (/reports/history)

Report Structure

Report Blueprints

Component	Description
Title	Identifies the blueprint in the list and on saved Reports
Description	Optional context about the blueprint’s purpose
Page Size	Letter, Legal, Tabloid, or A4 for every generated page
Report Pages	Ordered sheets; each authored page is one PDF page with optional Landscape orientation
Report Elements	Header, text, metric, table, chart, or image placements
Report Generation Parameters	Named values collected at Save Snapshot / Preview when declared

Report Elements

Each element is authored for the report (it is not a Dashboard widget embed):

• Header / text — titles and supporting copy, with optional interpolation
• Metric — single-value KPIs from Query Dataset-backed definitions
• Table / chart — tabular or chart visuals from Query Dataset-backed definitions
• Image — company image asset or public HTTPS URL with alt text and fit options

Layout lives on the blueprint composition; element definitions live alongside it. Detail that used to be “drilldown” is authored as ordinary elements (for example a table under a chart).

Reports and Report PDFs

When you Save Snapshot:

• The system renders the live saved blueprint through the print pipeline
• A Report row is created with a pointer to the stored Report PDF
• The PDF downloads automatically

Preview Report uses the same print path and downloads a PDF without creating a Report. Editing a blueprint does not change Reports already saved.

Permissions

• Staff with Report Write Permission can create and edit blueprints, Save Snapshot / Preview, and delete Reports.
• Staff without write can still list blueprints and download existing Reports from history when they have access.

Limitations

• The product deliverable is the Report PDF; there is no interactive hydrated viewer
• Reports do not auto-refresh; Save Snapshot again to capture newer data
• Deleting a blueprint does not delete its Reports or Report PDFs
• There is no Company-scoped Hydrated Reports or report-count Tier Limit for Reports