Reporting Builder

Use Reporting Builder to compose fixed-layout operational reports.

Builder Workspace

• The page opens directly into the fixed reporting designer instead of the dynamic report library.

• Use the layout workspace to arrange report widgets and configure the report definition.

• Save Draft stores the current builder definition in the revisioned fixed-reporting catalog for later editing and execution.

• New saved reports create a stable report record plus an initial draft revision. Saving an existing report creates a new draft revision. Publish promotes the current draft into the active report revision.

• The builder remains a separate destination from dynamic reporting, so navigation back to `Reporting` returns to the dynamic reporting experience.

• `Use Offline` switches the builder into a local authoring session with seeded definitions, mock schema data, and frontend-only preview behavior when live backend definitions or live data are not required.

Tips

• Use clear report names so saved builder definitions are easy to locate later.

• The report rail shows saved revisioned reports from the server when live mode is active, and seeded offline definitions only when offline mode is active.

• Configure parameter types so preview users get the right input control. Date parameters open the shared calendar picker and still allow typing in the displayed format.

• For controlled filters such as status, define allowed options on lookup or multi-select parameters so users can choose valid values instead of guessing them.

• Required preview parameters are marked in the preview panel and preview/export will stop with a validation popup until they are filled in.

• Multi-select preview parameters support explicit `All` behavior through blank selection and quick select-all controls.

• Live preview now prefers the same PDF render pipeline used for export so the inline preview and fullscreen preview match the generated document more closely.

• If the PDF renderer is unavailable, the builder can fall back to an HTML preview, but that fallback is informational and should not be treated as final export proof.

• Excel export is optimized for single-tablix and other tabular report shapes. More complex fixed-layout reports export as a best-effort workbook and may add an `Export Notes` sheet describing omitted or flattened content.

• Use PDF export when the exact page layout, pagination, repeated headers/footers, or fixed-position canvas composition matters.

• Use the top-level `Image Asset Library` button to browse thumbnails of the shared image repository and manage reusable company images without leaving the builder.

• Persisted report images must come from the shared company asset library. Upload a logo or other reusable image once, then select that shared asset in any report without re-uploading it.

• Validate filters and widget layout before sharing a saved report with other users.