Analytics & Report Builder
The advanced report builder that transforms raw data into actionable insights. Dynamically query any data model, select custom columns, apply multi-layered filters, group and sort results, schedule automatic report delivery, and export to CSV/Excel.
Transform Raw Data into Actionable Insights
The Report Builder puts you in complete control of your data. Instead of static pre-configured tables, dynamically query any data model, customize what you see, and save or schedule views.
🧩 Column Selection
Choose a Data Definition (e.g., "Tickets", "Deals", "Users") and select specific fields to include as columns. Add or remove columns to keep reports focused.
🔍 Advanced Filtering
Multi-layered conditional filters with operators: equals, contains, greater than, less than, between, is empty. Combine with AND/OR logic for precise data slicing.
📊 Sorting & Grouping
Sort by any column (asc/desc). Use Group By to collapse data into categories — e.g., group tickets by Severity to see aggregated counts.
⏱️ Scheduled Delivery
Configure once, receive automatically. Set daily, weekly, or monthly schedules to deliver reports to your inbox or team channel.
📥 Export (CSV/Excel)
Export filtered, sorted, grouped data instantly as CSV or Excel for external analysis and presentation.
Available Report Types
| Report | Route | Data Source |
|---|---|---|
| Ticket Report | /admin/reports/tickets | Support tickets, SLA, categories |
| Task Report | /admin/reports/tasks | Task boards, columns, assignments |
| User Report | /admin/reports/users | User registrations, activity, roles |
| Order Report | /admin/reports/orders | Sales orders, line items, totals |
| Quote Report | /admin/reports/quotes | Quote generation, status, conversion |
| Revenue Report | /admin/reports/revenue | Revenue streams, payments, trends |
| Reservation Report | /admin/reports/reservations | Booking volume, utilization, no-shows |
| Form Report | /admin/reports/forms | Form submissions, completion rates |
| Feedback Report | /admin/reports/feedback | CSAT scores, categories, trends |
| Workflow Report | /admin/reports/workflows | Execution counts, success rates, DLQ |
| Organization Report | /admin/reports/organization | Usage, billing, seat utilization |
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