Report Viewer

Report Viewer

The Report Viewer is where generated reports are displayed. It shows a header with controls, summary statistics, an interactive chart, and a paginated data table. You reach the Report Viewer by clicking any report template in the Library or by generating a custom report from the Builder.

Report header

The header bar at the top of the Report Viewer contains the following controls from left to right:

• Back arrow — Returns you to the Library view without losing your date range selection
• Report name — The title of the currently displayed report
• Chart Type button — Opens a dropdown menu to switch the chart visualisation
• Export button — Opens a dropdown with three export options
• Schedule button — Opens the schedule dialogue to automate recurring delivery

Chart type selector

Click Chart Type to open a dropdown listing all 11 available chart types. Each option shows an icon and label:

Chart Type	Best Used For
Line Chart	Trends over time (e.g. monthly revenue, utilisation rates)
Bar Chart	Comparing categories (e.g. revenue by client, items by category)
Pie Chart	Proportional breakdowns (e.g. project types, payment methods)
Donut Chart	Similar to pie with a central summary value
Area Chart	Cumulative values over time (e.g. cash flow, revenue accumulation)
Scatter Plot	Correlations between two metrics (e.g. price versus utilisation)
Heat Map	Density patterns (e.g. booking volume by day of week and hour)
Funnel Chart	Conversion stages (e.g. quote to confirmed to invoiced)
Gauge Chart	Single KPI against a target (e.g. monthly revenue target)
Tree Map	Hierarchical proportional data (e.g. revenue by category and item)
Table Only	Data without any chart — best for detailed row-level exports

Switching chart type is instant — the data does not reload. The chart re-renders using the same dataset.

Export menu

Click the Export button to reveal three options:

• Export as PDF — Generates a formatted PDF document with the chart and data table. Best for sharing with clients or management.
• Export as Excel — Produces an XLSX file with the raw data, suitable for further analysis in spreadsheet software.
• Export as CSV — Creates a comma-separated values file for importing into other systems or databases.

The default export format is set under Configuration > Analytics Settings > Reports > Default Export Format. The maximum number of rows included in an export is controlled by the Max Report Rows setting (default: 10,000; range: 100–100,000). Large exports are streamed in chunks of 1,000 rows to avoid memory issues.

Only users with roles listed in roles_can_export can access the Export menu. By default, this includes Core Admin and Core Manager.

Schedule dialogue

Click Schedule to open a dialogue where you can automate report delivery. The dialogue contains:

• Frequency dropdown — Choose Daily, Weekly, or Monthly
• Time input — Set the time of day the report should be generated and sent
• Recipients combobox — Add one or more email addresses. Press Enter to add each address. Recipients appear as removable chips.

Click Save Schedule to activate. Scheduled reports are generated at the configured time and emailed to all recipients as an attachment in the organisation’s default export format. Scheduling requires the enable_scheduled_reports setting to be turned on.

Summary statistics

Below the header, a four-column grid displays the report’s key summary values. Each card shows an overline label (e.g. “Total Revenue”, “Average Utilisation”) and a large formatted value. Currency values are formatted according to the currency_display setting (symbol, code, or both) using British locale formatting.

Chart container

The chart renders below the summary statistics and occupies the full width of the card at a height of 300 pixels. The chart type is determined by the Chart Type selector in the header. Charts are rendered using dedicated components (LineChart, BarChart, PieChart, and others) that accept the report’s chart_data payload.

Data table

The paginated data table appears below the chart (or as the sole output if Table Only is selected). Key features:

• Pagination — 25 rows per page by default, with page navigation controls
• Sortable columns — Click any column header to sort ascending or descending
• Revenue columns — Formatted as currency (e.g. £12,500.00)
• Utilisation columns — Rendered as progress bars with the percentage value overlaid; colour-coded green (≥80%), amber (60–79%), red (<60%)
• Profit margin columns — Shown as colour-coded chips: green for margins above 60%, orange for 40–60%, and red for below 40%

Drill-down capabilities

Some report columns are clickable. For example, clicking a client name in a Revenue per Client report navigates to that client’s detail page. Clicking an equipment name navigates to the equipment detail view. Drill-down links are context-aware and depend on the report type.

Next steps

Continue to the next article to learn about the Custom Report Builder, where you can create bespoke reports from any of the eight available data sources.