Report Template

Report Template is the execution page for one selected report. Use it to set filters, run the query, inspect rows, save a view, export data, or schedule delivery.

What this page is for

Report Template is the execution page for one selected report. Use it to set filters, run the query, inspect rows, save a view, export data, or schedule delivery.

Who should use it

Owner, manager, finance, sales lead, operations lead

Where to find it

/report/report-template/:reportKey

Before you start

Report template actions are All Reports, Filters, Run Report, Saved Filters, Schedule, Runs, Edit Filters, Refresh, Export, CSV, and XLSX.
Report template fields are Saved filter, Centres, Time Period, Centers, and Format.
Report drawer tabs are Filters and Run, Saved Filters, Schedule, and Runs.
Filters & Run supports date range From/To, month filters, single-select filters with All option, multi-select filters, boolean filters, Run, Export CSV, and Export XLSX.
Report saved filter fields are Filter Name, Description, Visibility, and Mark as default.
Saved filter visibility options are Private, Brand Default, and Role Default. Role default should be used only when the same role should inherit the view.
Report schedule fields are Schedule Name, Cron Text, Recipient Email, and Export Format.
Schedule payload stores report key, cron text, current filters, optional saved filter, export format, active state, and delivery JSON for email recipients.
Report schedules and saved filters must be reviewed before treating a recurring export as active.
Run history shows report key, requested date, status, export readiness, and preparing state for CSV/XLSX files.
When Export is clicked, the template runs the report, creates a report run, reloads the workspace, and polls run history for an export file. If the run fails, the error is shown on the run.
Choose date range, location, staff, status, category, and other filters according to the business question before running.
For finance reports, confirm whether the question is about invoice date, payment date, settlement date, refund date, or outstanding balance.
For sales reports, confirm whether the question is about created leads, stage movement, won deals, lost deals, tasks, or collected revenue.
Save filters only when the view should be reused. Scheduled exports should use reviewed filters and trusted recipients.
Export rows only after verifying row count, date range, tenant/location scope, and columns.

Daily workflow

Open the report from the catalog, set filters, run report, and inspect the first rows for expected people/invoices/tasks/classes.
Save the view if it is a recurring owner or manager question.
Download/export or schedule only after the result matches the intended operating question.

Watch out

Do not make business decisions from a report whose filters are unclear. Re-run with explicit date and location filters before sharing.

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