Custom Report Builder

When a fixed report does not answer your question, the Custom Report Builder lets you build one from scratch — no SQL required. It opens as a wide panel with a field catalogue on the left and a configuration and preview area on the right.

(screenshot placeholder — capture: the Custom Report Builder with a subject chosen, the field catalogue on the left, and a grouped-and-measured preview table on the right)

Building a Report

1. Choose a subject in Report about (for example Requests or Consultations). The left-hand catalogue lists that subject's fields, grouped by category, with a search box.
2. Group, measure, or filter each field using its inline icons:
   • Group by a field to make it the rows of your report.
   • Add a field as a Measure — a count, sum, average, minimum, or maximum.
   • Add a field as a Filter. Fields that expose requestor personal information are flagged with a red eye icon.
3. Configure each element — pick the aggregation for a measure, a date bucket (day, week, month, quarter, or year) for a date grouping, and an operator plus value for a filter. Date filters offer relative ranges such as This month or Last 90 days.
4. Pick a visualization — Table, Bar, Line, or Pie.
5. Click Run to preview. Large results are capped and flagged with a "showing the first N rows" notice — add filters to narrow the result.
6. Click Export to Excel to download the full result.

When your report uses a single relative date filter with a named prior period (this month or this year), a Compare toggle appears and shows the previous period with per-measure deltas.

Saving and Sharing

• Click Save to name the report and optionally add a description.
• Toggle Share with everyone in the tenant to make it a shared report; otherwise it stays private to you.
• Saved reports load from the Saved reports dropdown; shared ones are labelled "(shared)".
• You can update or Delete reports you own.

Switching subjects intelligently keeps compatible selections — grouping Requests by complexity survives a switch to Consultations, for example — and Clear report starts fresh. Report definitions are stored language-neutrally, so a shared report reads correctly in every user's language.