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Report generation is done through a 4-step wizard that guides you from template selection to the final generation. To create a new report:
1
Go to the Reports page and click the New Report button.
2
The Generate Report wizard will open. In the first step (Template), select the template to use for generating the report. Click Next to proceed.
3
In the Filters step, you can add one or more filters to refine the report data.
This step is optional. If you don’t need filters, click Next to skip.
Each filter is built by selecting:
  1. Database — the data source connection to query.
  2. Table — a table from the selected database schema.
  3. Field — a column from the selected table.
  4. Operator — the comparison logic to apply.
  5. Value(s) — the value(s) to compare against.
Available operators:
OperatorDescription
EqualExact match.
Greater ThanField value is greater than the specified value.
Greater or EqualField value is greater than or equal to the specified value.
Less ThanField value is less than the specified value.
Less or EqualField value is less than or equal to the specified value.
BetweenField value is within a range. Enter two values separated by comma (e.g., 10, 20).
InField value matches any of the specified values. Enter multiple values separated by commas.
Not InField value does not match any of the specified values. Enter multiple values separated by commas.
Click Add filter to add more filter rows, or the trash icon to remove a filter.
Click Next to continue.
4
In the Review step, review the selected template and applied filters. If everything looks correct, click Generate Report.
5
The Generate step will display the generation progress. After completion, the wizard will close automatically.
6
The new report appears in the list with a Processing status. The status will update automatically.
7
Once the report reaches the status Finished, it becomes available for viewing and download.
You can go back to any previous step in the wizard using the Back button before generating the report. The wizard also shows your current progress as Step {current} of {total}.
Reports are generated asynchronously. If something goes wrong (e.g. the report fails), you can view error details and try again with the same parameters.