Modules
Report Builder
Guided visual report builder with datasets that appear from enabled modules, plus PDF/XLSX/CSV/Markdown export and print.
Requires modules: None
The catalog lists this module as Beta. Confirm with your team before you rely on it for critical work.
Before you begin
- List operational reports stakeholders expect in the first month.
- Confirm which modules are enabled so datasets appear in the builder.
- Agree approved export formats (PDF, XLSX, CSV, Markdown) and print policy.
Setup steps
- Open Report Builder.
- Select a dataset from an enabled module and choose columns for a pilot report.
- Save the layout and export once in each format your company approved.
- Review output with the requester before scheduling wider distribution.
Day-to-day use
- Refresh datasets before recurring meetings.
- Export or print using only approved formats.
- Request new datasets from administrators when a module is newly enabled.
Limitations and important notes
- The catalog marks this module as Beta. Review advanced workflows carefully before critical use.
- This guide does not state tax, payroll, or legal outcomes—your administrators and official sources define those.
- Screenshots come from a non-production example environment with synthetic data.
- On-screen permissions may differ from your company's final role design.
Example screens
