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
Section titled “What You Can Do”Report Blueprints are reusable templates that define:
- Ordered Report Sections with a 12-column layout grid
- Typed Report Elements (header, text, metric, table, chart)
- 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 Stamp Report). 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
Section titled “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
Section titled “Getting Started”Navigate to Reports from the main navigation to open your Report Blueprint list. From there you can:
- Create a Report Blueprint with sections and Report Elements
- Stamp or Preview a Report from the blueprint editor
- Download, email, or delete Reports from Report History (
/reports/history)
Report Structure
Section titled “Report Structure”Report Blueprints
Section titled “Report Blueprints”| Component | Description |
|---|---|
| Title | Identifies the blueprint in the list and on stamped Reports |
| Description | Optional context about the blueprint’s purpose |
| Report Sections | Ordered bands; by default each section starts on its own PDF page |
| Report Elements | Header, text, metric, table, or chart placements in each section |
| Report Generation Parameters | Named values collected at Stamp / Preview when declared |
Report Elements
Section titled “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
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
Section titled “Reports and Report PDFs”When you Stamp Report:
- 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 stamped.
Permissions
Section titled “Permissions”- Staff with Report Write Permission can create and edit blueprints, Stamp / Preview, and delete Reports.
- Staff without write can still list blueprints and download existing Reports from history when they have access.
Limitations
Section titled “Limitations”- The product deliverable is the Report PDF; there is no interactive hydrated viewer
- Reports do not auto-refresh; Stamp 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