Reports

Reports let you create standardized templates (blueprints) and generate snapshots of your dashboard data at specific points in time. Unlike dashboards, which show live data, generated reports capture a frozen view of widgets, text, and images that you can reference later.

What You Can Do

Report blueprints are reusable templates that define:

• Text blocks with custom styling
• Widget snapshots from your dashboards
• Images from external URLs
• Grid-based layout positioning

Generated reports are point-in-time snapshots created from a blueprint. Each generated report:

• Captures widget data exactly as it appeared when generated
• Stores independently from the blueprint (deleting a blueprint does not delete its reports)
• Retains the layout and styling defined in the blueprint

When to Use Reports

Reports work well when you need:

• Monthly or quarterly summaries that capture specific metrics
• Historical records of dashboard performance for compliance
• Standardized templates for recurring client or team updates
• Snapshots before major changes to track impact over time

Getting Started

Navigate to Reports from the main navigation to access your report blueprints. From there you can:

1. Create a new report blueprint that defines your layout and content
2. Generate a report from any blueprint to capture current data
3. View generated reports to see historical snapshots

Report Structure

Blueprints

A blueprint is a reusable template containing:

Component	Description
Name	Identifies the blueprint in the list
Description	Optional context about the report’s purpose
Elements	Text blocks, widgets, and images arranged on a grid

Elements

Each blueprint contains elements positioned on a 6-column grid:

• Text elements: Static or dynamic text with formatting options
• Widget elements: References to dashboard widgets that get snapshotted
• Image elements: External images loaded from URLs

Elements can be dragged, resized, and configured individually.

Generated Reports

When you generate a report from a blueprint:

• The system creates a copy of the blueprint’s structure
• Widget data is frozen as snapshots (stored separately)
• Text and images retain their configuration from the blueprint
• The report gets a timestamp and optional creator attribution

Generated reports persist even if the source blueprint is modified or deleted.

Limitations

• Reports are view-only once generated
• Each blueprint supports up to 100 elements
• Widget snapshots capture the widget’s current data and configuration
• Image elements load from external URLs and are not stored locally