Custom Report Builder

Custom Report Builder

The Custom Report Builder lets you create bespoke reports from any of eight data sources. Select fields, apply filters, choose grouping and aggregation, pick a chart type, and generate — all without writing code. Open the builder by clicking Custom Report in the Analytics page header.

Builder layout

The builder uses a two-column layout. The left panel (8 columns on desktop) contains report configuration: basic information, data source, field selection, filters, grouping, and sorting. The right panel (4 columns) holds visualisation settings, output options, save controls, and a live report summary card. On mobile, both panels stack vertically.

Basic information

The first section collects the report’s identity:

• Report Name (required) — A descriptive title, e.g. “Monthly Revenue Analysis”
• Description (optional) — A brief explanation of what the report covers

Data source selection

Choose a primary data source from the dropdown. Each source shows an icon, name, colour, and description:

Source	Description	Example Fields
Projects	Bookings, rentals, and project data	name, client_name, status, total_value, final_total, project_type
Equipment	Inventory, assets, and gear	name, category_name, manufacturer, daily_rate, purchase_price, warehouse_name
Clients	Customer information and contacts	name, contact_name, credit_limit, total_revenue, outstanding_balance
Invoices	Billing and payment records	invoice_number, client_name, due_date, subtotal, total, days_overdue
Crew	Staff and freelancer data	name, role, day_rate, employment_type, total_hours, project_count
Time Entries	Time tracking and hours worked	crew_name, project_name, date, hours, rate, total_cost
Payments	Payment transactions	invoice_number, client_name, amount, payment_date, payment_method
Quotes	Quote and estimate data	quote_number, client_name, expiry_date, total, status, is_converted

Changing the data source clears all selected fields, filters, grouping, and joins to prevent invalid combinations.

Related data (joins)

Toggle Include related data (joins) to pull in fields from associated tables. A multi-select dropdown lists available joins for the current source. For example, Projects can join Clients, Invoices, Equipment (Project), and Crew Assignments. Join availability varies by data source.

Field selection

Available fields appear as selectable chips (7–12 per source). Click a chip to select or deselect it. Selected chips are highlighted with the primary colour. Two buttons in the section header provide Select All and Clear shortcuts. At least one field must be selected before generating.

Filters

Click Add Filter to create a filter row with three inputs:

• Field dropdown — Any field from the current data source
• Operator dropdown — Equals (=), Not equals (!=), Greater than (>), Greater or equal (≥), Less than (<), Less or equal (≤), Contains (like), Is empty (null), Is not empty (not_null)
• Value text input — The comparison value (not required for Is empty / Is not empty)

A red close button removes each filter row. When no filters exist, a placeholder reads “No filters applied. Click ‘Add Filter’ to narrow down your data.”

Grouping and aggregation

Use Group By to group results by one or more fields. The Aggregations multi-select offers: COUNT, SUM, AVG, MIN, and MAX. Selected values appear as removable chips.

Sorting

Choose a field from Sort By and toggle Asc or Desc using the button toggle. Sorting is optional; if left blank, results use the data source’s default order.

Right panel: visualisation and output

The right panel contains three configuration cards:

• Visualisation — Chart Type dropdown (all 11 types), Show data table toggle (on by default), and Show summary statistics toggle (on by default)
• Output Options — Max Rows number input (1–10,000; leave empty for all results) and Export Formats multi-select (PDF, Excel, CSV; defaults to PDF and Excel)
• Save Options — Save this report for later toggle to store the configuration, and Share with team toggle (only visible when saving is enabled) to make it available to other users

Report summary card

A tonal primary card at the bottom of the right panel shows a live summary: the selected Source, number of Fields selected, number of Filters applied, and the chosen Chart type. This updates as you configure the report.

Footer actions

Three buttons appear in the card footer:

• Back to Library — Returns to the Library view without generating
• Preview — Runs a limited preview to verify your configuration
• Generate Report — Submits the configuration and opens the Report Viewer with full results

Validation requirements

The Generate Report button remains disabled until all requirements are met:

1. Report Name must not be empty
2. Data Source must be selected
3. At least one field must be chosen
4. Filters using value-based operators (Equals, Greater than, Less than, Contains) must have a non-empty value