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Reporting Builder

Reporting Builder lets you create, save, preview, publish, and export fixed-layout operational reports. Use it when the report layout needs to stay consistent for invoices, service summaries, customer-facing forms, or other repeatable documents.

Before You Start

  • Confirm that you have reporting access for the company and business unit you are working in.

  • Gather any filters, dates, customer records, service calls, or invoice numbers the report needs.

  • Upload shared logos or reusable images to the Image Asset Library before placing them in a persisted report.

Create and Run a Report

  1. Click Reporting Builder from the left navigation.

  2. Choose a saved report from the report rail or start a new report when you need a new fixed layout.

  3. Enter the report details and confirm the main setup fields.

    • Report Name: The customer-facing name users see in the report library and run history.

    • Description: A short explanation of the report purpose, audience, or expected use.

    • Folder: The library location where the report is stored for organization and access management.

    • Status: The report lifecycle state, such as draft for in-progress work or active for the published version.

    • Parameters: The inputs users complete before previewing or exporting, such as invoice number, date range, customer, status, or location.

    • Data Source: The approved reporting dataset or query that supplies the values used in the layout.

    • Image Assets: Shared company images, such as logos, that can be reused across reports without re-uploading them.

  4. Arrange the report sections, tables, labels, and image assets on the layout workspace.

  5. Configure any parameters so users receive the right input control, such as a date picker, lookup, or multi-select list.

  6. Select Preview to confirm the report content, pagination, headers, footers, and spacing before saving.

  7. Select Save Draft to store the current draft revision without publishing it.

  8. Publish the draft when it is ready for other users to run as the active report version.

  9. Run the published report and enter the required parameter values.

  10. Export to PDF when the exact page layout matters, or Export to Excel when the report output is primarily tabular.

Notes

  • Use clear report names so users can identify the correct report without opening every definition.

  • Preview before publishing so layout problems are caught before the report is shared.

  • Keep PDF as the final proof for fixed-layout reports because it preserves pagination and positioning.

  • Use Excel for review or analysis when the report is built around a table or detail list.

  • Review access before sharing reports that include customer, invoice, or service-call information.

Troubleshooting

  • A report is missing from the library: Check your reporting permissions, selected business unit, and the folder where the report was saved.

  • Preview requires a value: Complete all required parameters before previewing, running, or exporting the report.

  • An image does not appear: Confirm the image is active in the Image Asset Library and that the report references the shared asset.