Knowledge

1. Overview

Report Builder is the Business Intelligence feature used to turn a dataset — a raw Data Source table, or the output dataset of a pipeline (see Section 7) — into a chart-based report. A report defines which dataset fields sit on each axis, how they are visualized, and whether the result can be embedded on a Dashboard.

Once a report is saved, it can be reopened for editing, added to a Dashboard (if Allow in Dashboard was checked), and reused the same way as any other saved report.

Navigate to:  Business Intelligence → Report Builder → Create Report

 Step 1 – Select Dataset

At the top of the left-hand panel, choose the dataset the report will be built from using the Select Dataset dropdown. Once a dataset is selected, the panel below it automatically lists that dataset’s fields, grouped into:

• Dimensions – text-like fields used to group or label data, e.g. company, city.

• Measures – numeric fields that can be plotted or aggregated, e.g. total, days_to_due.

• Time Fields – date/datetime fields, typically used on the X-Axis for trend charts, e.g. date, duedate.

Step 2 – Build the Chart

Drag fields from the left-hand panel into the three drop zones in the center of the page:

• X-Axis (Dimension/Time) – the field plotted along the horizontal axis, usually a Time Field for a trend or a Dimension for a category comparison.

• Y-Axis (Measures) – one or more numeric fields to plot; these are the values represented by bars, lines, or slices.

• Legend / Series (Dimension) – an optional Dimension used to split the Y-Axis values into separate series or slices, one per distinct value.

Then choose a Chart Type from the dropdown next to Legend / Series:

• Line Chart

• Bar Chart

• Pie Chart

• Donut Chart

• Area Chart

• Table / Grid

To complete this step:

1. Drag a Time Field or Dimension onto X-Axis (Dimension/Time).

2. Drag one or more Measures onto Y-Axis (Measures).

3. Optionally, drag a Dimension onto Legend / Series (Dimension) to split the chart into multiple series.

4. Select a Chart Type.

Preview below to render the chart. If X-Axis and Y-Axis are still empty, the preview area shows “Drag fields to X and Y axis to generate preview” instead. Repeat dragging fields, adjusting the Chart Type until the preview matches what’s needed.

Step 3 – Configure Report Settings

The right-hand panel has three tabs, used to finish configuring the report once its fields are mapped: Data Settings, Style Settings, and SQL Preview.

Data Settings tab

• Report Name – descriptive name for the report.
• Description – what the report shows and its business purpose.
• Category – a label used to group reports, e.g. Finance, Sales.
• Allow in Dashboard – when checked, the report can be added as a widget to a Dashboard; leave unchecked for a standalone report.

Style Settings tab

• Chart Title – the title shown above the chart
• Color Palette – the color scheme applied to the chart’s series (Default, Warm, Cool, Pastel).

SQL Preview tab

A read-only view of the SQL query generated from the current dataset, field mapping, and chart configuration. Use it to confirm which columns and aggregations the report will actually query before saving.

Step 4 – Save

Once the preview, Data Settings, and Style Settings all look correct:

1. Review the Data Settings and Style Settings tabs.

2. Click Save Report at the bottom of the right-hand panel.

The report is then available wherever reports are listed and, if Allow in Dashboard was checked, can be added to a Dashboard.