Advanced Report Builder

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Total Reports

↑ 12 this month

Active Reports

↑ 76% rate

Created This Month

↑ vs 22 last

Drafts Pending

↓ 2 need review

Report Types — Click to Build

+ New Report

🗂️

Tabular Report

→

Customer	Category	Sale Price	Status
Priya S.	Gold	₹95,200	● Sold
Kavitha N.	Diamond	₹1,85,000	● Sold

Standard

Created

Active

Summary Report

→

${['₹47L','40','₹9.8L','21%'].map((v,i)=>`

${v}

${['Revenue','Sales','Profit','Margin'][i]}

`).join('')}

Standard

Created

Active

↔️

Pivot Table

→

Category	North	South	Total
Gold	₹6.8L	₹4.2L	₹11L
Diamond	₹7.5L	₹3.8L	₹11.3L

Standard

Created

Active

📈

Analytics Report

→

${[55,80,45,95,60,78].map((h,i)=>`

`).join('')}

Standard

Created

Active

⊞

Dashboard Builder

→

REVENUE

₹47.2L

BY CATEGORY

${['70','100','45'].map((h,i)=>`

`).join('')}

Margin

20.8%

Pieces

Standard

Created

Active

Recent Reports

All

Favourites

Shared

All Types

Newest

Name ↕	Type ↕	Modified ↕	Created by	Status ↕	Activity

—

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⚙️

CONFIGURATION

Transaction Type

Dataset

Data

Sales Detailed Tag

Column

Drag fields here to add columns

Group By Section

Drop a dimension field here

Group By Block

Drop a dimension field here

Themes

Total Summary Section wise Summary Block wise Summary Summary on Top

⚙️ Settings

Format Column

SI No.	Column	Header Name	Alignment

Back to Reports

Report

— Active —

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📊

Loading report…

Add Custom Column

Column Header Name

Custom Expression

Custom Column

Action	SI No	Column Header Name	Expression
No custom columns

Add Bucket Column

Bucket Column Name

Column To Apply On

Label For Unmatched Values

Bucket Columns

SI No.	Bucket Column Name	Action
No bucket columns

📖

Help Guide — Advanced Report Builder

Everything you need to build powerful reports from your data

v2.0 · 20 demo records · 5 report types

📊

Welcome to Advanced Report Builder

Build any kind of report by dragging fields onto the canvas. Your reports update live with real demo data — no coding required. Choose a report type, drag your fields, filter, format, add formulas, and publish in minutes.

🗂 What can you build?

🗂️

Tabular Report

Row & column data table with sorting, search, column totals, alternating rows and formula columns.

Summary Report

KPI metric cards with trend arrows, sparklines and optional group-by breakdown table.

↔️

Pivot Table

Cross-tabulation of dimensions and measures with grand totals and colour-coded cells.

📈

Analytics Chart

Bar, Line, Area, Pie, Doughnut charts with 20-colour distinct palettes. Multi-series supported.

⊞

Dashboard Builder

Combine KPI cards, charts and tables into one multi-widget dashboard. Add and remove widgets freely.

💡

Tip: Click any report type card on the home screen to jump into the builder with fields pre-loaded.

✅

Demo Data: All 5 report types use 20 real sales orders — Customer, Region, Category, Revenue, Profit, Quantity and more. Every chart and table shows real computed values.

⚡

Build Your First Report in 60 Seconds

Follow these steps to go from zero to a published report.

6-Step Guide

Choose a Report Type

Click any of the 5 type cards on the home screen (Tabular, Summary, Pivot, Analytics, Dashboard) — or click New Report in the top bar.

Add Fields to Drop Zones

The builder opens with fields pre-loaded. Drag any field from the left panel into a drop zone — or simply click a field to auto-add it. The canvas updates instantly.

Remove Fields with ×

Each field chip in the drop zone has a × button. Click it to remove that field. The report re-renders immediately.

Use the 4 Tabs

Build — drag fields and configure. Filters — add WHERE conditions, sort rules, Top N. Formatting — colours, bold, number format, conditional rules. Formulas — create calculated columns.

Configure via Toolbar & Settings

Use the toolbar buttons (row numbers, totals, chart type) and the right Settings panel (aggregation, theme, display toggles).

Save Draft or Publish

Click Save to keep as draft. Click Publish to add it to the home screen list with Active status. Export any report as CSV at any time.

🎯

All report types open with fields already loaded — so you see live data instantly. Customise from there.

📦

Demo Dataset — 20 Sales Orders

All reports are powered by 20 real sales order records covering Electronics and Furniture across 4 regions of India. Every aggregation, chart and table uses live computed values.

Available Fields

Field Name	Type	Sample Values	Best Used In
Customer	Dimension	Priya Kumar, Arun Sharma…	Rows, Columns, X Axis
Region	Dimension	North, South, East, West	Pivot columns, Group By
Category	Dimension	Electronics, Furniture	X Axis, Pivot rows
Status	Dimension	Active, Completed, Pending, Draft, Review	Filter, Columns
Channel	Dimension	Online, Retail	Group By, Pivot
City	Dimension	Delhi, Mumbai, Bengaluru…	Rows, Group By
Sales Rep	Dimension	Arun S., Priya K., Sneha P.…	Rows, Group By
Revenue	Measure $	₹120 – ₹8,500 per order	Y Axis, Values, KPI
Quantity	Measure	1 – 10 units per order	Y Axis, Values, KPI
Profit	Measure $	₹24 – ₹1,700 per order	Y Axis, Values, KPI
Cost	Measure $	₹96 – ₹6,800 per order	Y Axis, Values
Discount	Measure %	0% – 15% per order	Y Axis, Values
Order Date	Date	Feb 24 – Mar 15, 2025	Columns, Filters

⚠️

Note: Dimension fields (text) work best in Rows, Columns, Group By and X Axis. Measure fields (numbers) work best in Values, Y Axis and Metrics zones.

🗂️

Tabular Report

A fully featured data table with sorting, inline search, column totals, row numbers and formula columns. Best for viewing detailed records.

How to Build

Add Columns

Drag fields from the left panel into the Columns drop zone, or click any field. The table adds that column instantly with real data.

Remove a Column

Click the × on any chip in the Columns drop zone. The table removes that column immediately.

Sort Columns

Click any column header in the table to sort ascending ↑ or descending ↓. Click again to reverse.

Search Within Table

Use the Search rows… input to instantly filter visible rows by any text.

Toolbar Buttons

Button	What it does
🔢 Row Numbers	Toggle the row number column
≡ Alt Rows	Alternating row background shading
Σ Totals	Show/hide column totals footer for numeric fields
Row Height	Compact / Default / Comfortable padding
📥 Export	Download current table as CSV

💡

Revenue, Profit and Cost format automatically as currency. Discount shows as %. Status shows as a colour-coded badge. Formula columns you create appear as extra columns.

Summary Report

KPI metric cards with aggregate values, trend indicators, sparklines and an optional group-by breakdown table.

Drop Zone Guide

Zone	Drop	Result
Metrics	Measure fields (Revenue, Profit…)	One KPI card per field
Group By	One dimension (Region, Category)	Breakdown table below KPIs

How to Build

Add Metrics

Drag Revenue, Profit, Quantity to the Metrics zone. Each becomes one KPI card.

Add Group By (optional)

Drag Region or Category to Group By. A breakdown table appears showing each metric per group.

Remove a KPI

Hover over a KPI card — click × in the top-right corner. Or click × on its chip in the drop zone.

💡

The trend % is calculated vs a simulated previous period. Change Aggregation (Sum/Avg/Count/Max/Min) in the toolbar to control how metrics are computed.

↔️

Pivot Table

Cross-tabulate two dimensions with an aggregated measure. Highest cell = green, lowest = red. Grand totals optional.

Drop Zone Guide

Zone	Drop	Example
Row Fields	Dimension → table rows	Category → Electronics, Furniture
Column Fields	Dimension → table columns	Region → North, South, East, West
Values	Measure → cell value	Revenue → $9,300 per cell

How to Build

Drop Row Field

e.g. Category → rows become Electronics, Furniture

Drop Column Field

e.g. Region → columns become North, South, East, West

Drop a Value

e.g. Revenue → each cell shows sum of revenue for row × column

Swap Axes

Click ⇄ Swap in toolbar to instantly swap Row and Column fields.

💡

Toggle ΣT Grand Total in toolbar to show/hide totals row and column. Toggle % to show each cell as percentage of grand total.

📈

Analytics Report

Real Chart.js charts — Bar, Line, Area, Pie, Doughnut. Each bar and segment gets a unique colour from the 20-colour palette. Multiple Y-axis series supported.

Drop Zone Guide

Zone	Drop	Result
X Axis	One dimension field	Chart labels (e.g. Category)
Y Axis	One or more measures	Chart bars/lines (Revenue + Profit = two series)
Group / Series	Optional dimension	Additional grouping

Chart Types

📊

Bar Chart

Each bar a different colour. Best for comparing values across categories like Revenue by Region.

📈

Line Chart

Each series line a different colour with dot markers. Best for trends.

⛰

Area Chart

Like line but with a semi-transparent fill to show volume.

🥧

Pie / Doughnut

Each segment a different colour showing proportional distribution.

💡

Switch chart type instantly using the type buttons in the toolbar or right panel. The chart redraws in under 400ms. Stat cards below the chart show a coloured border matching each series in the chart.

⊞

Dashboard Builder

Combine KPI cards, bar charts, pie charts and data tables into one comprehensive dashboard. Add and remove widgets dynamically.

Widget Types

Widget	Shows	Width
📊 KPI Card	Aggregate value with sparkline trend	3 cols (¼ width)
📈 Bar Chart	Revenue by Category — each bar different colour	8 cols (⅔ width)
🥧 Pie Chart	Revenue by Region — each segment different colour	4 cols (⅓ width)
📋 Data Table	Recent orders with status badges	12 cols (full)

How to Build

Open Dashboard

Click Dashboard on home. Opens pre-loaded with 7 widgets.

Add More Widgets

Click + KPI, + Chart, + Pie, or + Table in the toolbar, or use the right Settings panel buttons.

Remove a Widget

Hover over any widget — click the × in the top-right corner.

📦

Field Panel (Left Side)

Shows all available data fields grouped into Dimensions, Measures and Date. Drag or click to add to the report.

Field Types

Icon	Type	Description	Examples
🔤 ABC	Dimension	Text/categorical for grouping	Customer, Region, Category
# 123	Measure	Numeric for aggregation	Revenue, Profit, Quantity
📅 📅	Date	Date/time values	Order Date

Field States

🔤 Region ABC

← Available — click or drag to add

🔤 Category ABC

← Greyed out = already added. Click × on its chip to remove.

⚠️

If a field is greyed out, it's already in a drop zone. Remove it from the zone first by clicking × on its chip, then you can add it elsewhere.

🔍

Use the Search fields… box at the top of the panel to quickly find any field by name.

🎯

Drop Zones

The horizontal bar at the top of the canvas. They define what data goes where. Each report type has different zones.

3 Ways to Add Fields

Drag & Drop

Drag a field from the left panel and drop it onto any drop zone. The zone highlights blue when you hover over it.

Click a Field

Click any field in the left panel — it auto-adds to the most appropriate zone (dimensions → grouping zones, measures → value zones).

Click the Zone

Click directly on an empty drop zone — it auto-adds the next unused field of the appropriate type.

Removing Fields

A field chip inside a drop zone:

Revenue × Profit × Quantity ×

Click the × on any chip to remove that field. The report re-renders immediately.

✅

Multi-field zones (Columns, Y Axis, Metrics) accept multiple fields. Single-field zones (X Axis, Group By) replace the existing field when you add a new one.

🔍

Filters Tab

Click the Filters tab in the builder. Full 3-column layout with filter conditions, sort rules, Top N, quick filters and field value browser.

Filter Conditions

Operator	Meaning	Example
= Equals	Exact match	Region = "North"
≠ Not equal	Exclude value	Status ≠ "Draft"
Contains	Text contains substring	Customer contains "Kumar"
Starts with	Text starts with	City starts with "B"
Ends with	Text ends with	Sales Rep ends with "S."
> Greater	Numeric greater than	Revenue > 1000
< Less than	Numeric less than	Discount < 10
Between	Numeric range	Revenue between 500 and 2000
In list	Comma-separated values	Region in "North,South"
Is not empty	Field has a value	Product is not empty

Other Filter Features

→

ON/OFF Toggle

Each filter row has an On checkbox. Uncheck to temporarily disable a filter without deleting it.

→

Sort Rules

Add multi-level sort rules (field + Ascending/Descending). Priority 1 sorts first.

→

Top N

Show only the top N records ranked by any measure. Enter a number and pick the ranking field.

→

Quick Filters

8 preset buttons (Active Only, Electronics, Revenue > ₹1000…) — click to instantly apply.

→

Field Value Browser

Right side shows all distinct values per dimension with record counts. Click any value to apply as a filter.

✅

The record count stats (Total / Matching / Excluded) update live as you type filter values.

🎨

Formatting Tab

Click the Formatting tab. Select a column from the left list, then set its style rules. Live preview updates instantly on the right.

Per-Column Formatting

Option	Choices
Text Style	Bold, Italic, Underline, Strikethrough
Font Size	11px, 12px, 13px, 14px, 16px, 18px
Alignment	⇐ Left, ⇔ Center, ⇒ Right
Text Color	9 preset swatches + custom colour picker
Background	Transparent + 8 presets + custom picker
Number Format	Currency ($), Thousands (K), Percentage (%), Integer, 2 Decimals
Prefix / Suffix	Add any text before/after values (e.g. ₹, units)

Conditional Formatting

Add a Rule

Click + Add Conditional Rule. Each rule is: When [Column] [operator] [value] → apply styling.

Set the Condition

Choose column, operator (> < ≥ ≤ = contains), and value. e.g. "Revenue > 2000".

Pick Colours

Select a text colour, background colour, and whether to bold. The Preview cell shows the result live.

💡

Columns with formatting rules show a green dot in the column list.

✅

Click ← Apply to Report (bottom of preview) to switch back to Build tab and see the full formatted report.

🧮

Formulas Tab

Click the Formulas tab. Create calculated columns using 13 built-in functions. Results preview in real time for the first 5 rows.

Built-in Functions

Function	Syntax	Description	Example Result
SUM	SUM(Revenue)	Sum of all values	$33,190
AVG	AVG(Profit)	Average value	$335.50
COUNT	COUNT(Customer)	Count of records	20
MAX / MIN	MAX(Revenue)	Maximum or minimum	$8,500
ROUND	ROUND(Profit/Revenue*100,1)	Round to N decimals	20.0
ABS	ABS(Discount)	Absolute value	5
DIFF	DIFF(Revenue,Cost)	Difference of two fields	490
RATIO	RATIO(Profit,Revenue)	Ratio of two fields	0.2
IF	IF(Revenue>2000,"High","Low")	Conditional text/value	High
CONCAT	CONCAT(Customer," - ",Region)	Combine text fields	Priya Kumar - North
UPPER	UPPER(Category)	Uppercase text	ELECTRONICS
LOWER	LOWER(Status)	Lowercase text	active

Create a Formula Column

Enter a Name

e.g. "Profit Margin %" — this becomes the column header.

Choose Type

Measure (number) or Dimension (text). Affects how the column is treated in aggregations.

Write Formula

Use field names directly: ROUND(Profit / Revenue * 100, 1). Click function chips on the left to insert at cursor.

Test It

Click ▶ Test — shows the result for Row 1 instantly.

Create Column

Click ✅ Create Column — the column appears in your Tabular report automatically.

✅

Examples that work:
ROUND(Profit / Revenue * 100, 1) → Profit margin %
IF(Revenue > 2000, "High Value", "Standard") → Sales tier
CONCAT(Customer, " — ", City) → Combined label
DIFF(Revenue, Cost) → Gross profit check

🎨

Chart Colour System

Every chart type uses a 20-colour distinct palette — no two adjacent bars or segments share the same colour.

The 20-Colour Palette

Colour Strategy by Chart Type

Chart	Colour Strategy
📊 Bar (single series)	Every bar gets a different colour — 4 bars = 4 colours
📊 Bar (multi-series)	Each dataset (Revenue, Profit) gets one distinct solid colour
📈 Line	Each series line a different colour with white dot markers
⛰ Area	Each area a different colour with semi-transparent fill
🥧 Pie / Doughnut	Every segment a different colour — 5 segments = 5 colours
⊞ Dashboard charts	Same palette — each bar/segment distinct

💡

The stat cards below the Analytics chart show a coloured left border matching each series in the chart — making it easy to cross-reference chart colours with metric values.

⌨️ Quick Reference

Navigation

Action	How
Open a report type	Click any type card on home screen
Return to home	Click ← Back top-left of builder
New report	Click New Report top bar
Open help	Click Help Guide / Help button or 📖 Help Guide → in sidebar
Open saved report	Click ✎ on any report row in home list

In the Builder

Action	How
Add a field	Click the field in the left panel
Drag a field	Drag from left panel → drop onto a zone
Remove a field	Click × on the chip inside the drop zone
Switch tab	Click Build / Filters / Formatting / Formulas tabs
Sort table column	Click the column header ↕
Search table rows	Type in Search rows… input above table
Add a filter	Filters tab → Add Filter Condition
Switch chart type	Click chart type buttons in toolbar or right panel
Swap pivot axes	Click ⇄ Swap in pivot toolbar
Export to CSV	Click 📥 Export in toolbar
Save report	Click Save button top-right
Publish report	Click Publish — adds to home list

Home Screen

Action	How
Search reports	Click Search button in file list header
Filter by type	Click All Types to cycle, or click type in sidebar
Sort the list	Click column headers (Name, Type, Modified…)
Favourite a report	Click ☆ on any report row
Delete a report	Click 🗑 on any report row (confirmation shown)
Export all	Click Export CSV in top bar

💡 Tips & Tricks

🚀

Fastest way to build: Click a report type card → fields are pre-loaded → instantly see live data → add/remove fields → publish in seconds.

📊

Best field combos: Tabular → any dimensions + measures as columns. Summary → Revenue + Profit + Quantity as Metrics, Region as Group By. Pivot → Category (rows) × Region (cols) × Revenue (values). Analytics → Category (X) + Revenue + Profit (Y).

🔍

Filter tip: Add "Status = Active" to show only active orders. Add "Revenue > 1000" for high-value orders. Combine multiple filters (all applied with AND logic).

🧮

Formula tip: Start simple — DIFF(Revenue, Cost) gives gross profit check. ROUND(Profit / Revenue * 100, 1) gives margin %. Click ▶ Test before creating.

🎨

Formatting tip: Columns with rules show a green dot. Use conditional formatting to highlight Revenue > 2000 in green and Revenue < 500 in red — instantly visual.

⚠️

Pivot warning: Pivot requires both Row Fields AND Values. If either is empty, the placeholder shows. Drop a dimension and a measure to see the table.

⊞

Dashboard layout: Classic BI layout — 4 KPI cards across top (3 cols each), one wide chart (8 cols) + pie (4 cols), full-width table at bottom (12 cols).

🏷

Naming tip: Click the report name field at top-left of the builder to rename before publishing. The name appears in the home list and as the CSV filename.

❓ Frequently Asked Questions

Why is a field greyed out in the left panel? ›

The field has already been added to one of the drop zones. Click × on its chip to remove it from the zone first, then you can add it to a different zone.

Why does my pivot table show "Add Row & Value Fields"? ›

Pivot requires both Row Fields (at least one dimension) and Values (at least one measure). If either is empty the placeholder shows. Drop a field into both zones.

How do I add multiple columns to a Tabular report? ›

The Columns zone accepts multiple fields. Click or drag each field one by one. Each adds a new chip and a new column appears instantly.

Can I change the chart type after building? ›

Yes — click any chart type button (📊 Bar, 📈 Line, ⛰ Area, 🥧 Pie, 🍩 Ring) in the toolbar or right panel. The chart redraws instantly.

Do filters affect all report types? ›

Yes — filters are applied to the raw demo data before any aggregation. All report types (tabular, pivot, chart, dashboard) reflect the filtered data.

What does Publish do? ›

Publish adds the report to the home screen list with Active status, then navigates back to home after a short delay. Save keeps it as a draft without publishing.

My formula shows ⚠️ Err — what does it mean? ›

The formula expression couldn't be evaluated. Common causes: wrong field name (names are case-sensitive — use exactly as shown), mismatched brackets, or dividing by zero. Click ▶ Test first to debug.

How do I delete a published report? ›

Hover over any report row in the home screen to reveal action buttons. Click 🗑 Delete (a confirmation dialog appears).

Can I open and edit an existing report? ›

Yes — hover over any report row and click the ✎ edit button. The builder opens with the correct type pre-configured.

Why does each bar show a different colour? ›

This is intentional! Each bar / segment gets a distinct colour from the 20-colour palette so every data point is immediately identifiable — no two bars the same colour.

Done!

Back

Dashboard Builder

Widgets

Fields

Saved

KPI & Numbers

Charts

Data & Analysis

Dimensions — drag to widget

Measures — drag to widget

No saved dashboards yet.
Click Save to store your layout.

Properties

⚙️

Click any widget on the canvas to edit its title, fields, chart type, colors, and size.