Report Builder

The Report Builder is where you turn a dataset into a chart. This guide explains the editor itself — adding columns, renaming them, the toolbar, the resizable edit panel, and how preview works versus saving.

The layout

When you create or edit a report you see three areas:

Top bar: Dataset, Report Name, Filter, Save Report.

Available Columns

• Search — type to find a column by name.
• Type filters — All · Text · Numeric · Date show only that type.
• Checkboxes — tick the columns you want.
• Select all — tick every visible column at once.

Three ways to add a column to a zone

1. Drag & drop — drag a column into a zone.
2. Select + move — tick one or more columns, then click the move button (e.g. → X-Axis / → Y-Axis) to send all ticked columns at once.
3. Add field — use the + Add field button inside a zone (below).

Tip: To add many columns quickly, use Select all and then the move-to-axis button.

Add field (inside a zone)

Each zone has an + Add field button:

1. Click + Add field.
2. A dropdown opens with a search box and the column list.
3. Click a column → it’s added to that zone.

The dropdown wraps across rows and scrolls when there are many columns, so nothing is cut off.

Column chips — rename & actions

Each column in a zone is shown as a chip:

1⠿  [icon]  Column Name              🔻  🔁  ⚙  ✕
2drag       (double-click to edit)  filter sort settings delete

Rename a column (double-click to edit)

1. Double-click the column name.
2. It becomes an input box and the cursor focuses automatically.
3. Type the new name.
4. Press Enter (or click away) to confirm.

Rules:

• A name cannot be empty. If you clear it and press Enter, you get a warning (“Column name cannot be empty”) and the input stays open and focused until you type a value.
• Only one name is editable at a time.
• A blank name also blocks Save Report as a safety check.

Chip actions

• Filter — add a filter on this column.
• Sort — change sort direction.
• Settings (⚙) — formatting: number / currency / date, decimals, aggregation, etc.
• Delete (✕) — remove the column from the zone.

Hover a long, truncated name → a tooltip shows the full text.

Chart toolbar (styling the preview)

Above the preview chart, a toolbar styles the visualization:

Toolbar changes also follow the preview-only rule (see below).

Preview vs Save — important

This is the key behaviour to understand:

So you can experiment freely. Only Save Report writes to the database. If you accidentally add the wrong columns, just press Back — nothing was saved.

Editing from the View page (resizable panel)

Open a saved report and click Edit — the builder opens as a side panel next to the chart:

• It opens at a comfortable default width (~500px) so the columns and zones aren’t squished.
• Drag the handle between the chart and the panel to resize it wider or narrower.
• Available Columns and the zones use the full panel width, so column names show on one line.

Quick walkthrough

11. Pick a Dataset.
22. Type a Report Name.
33. Tick columns in Available Columns (or Select all).
44. Move them to X-Axis / Y-Axis (drag, or use the move button).
55. Double-click a chip to rename it → Enter.
66. Use the toolbar to style colors / labels.
77. Watch the live preview update (still not saved).
88. Happy?  → Save Report  → now it's saved.
9   Not happy? → Back → nothing is saved.

Tips & gotchas

• Nothing saves until “Save Report”. Editing only previews.
• Empty column name is not allowed — you’ll be kept in the input until you type one.
• One name edits at a time — opening a second closes the first.
• Long names truncate with … — hover for the full name.
• Select all + move is the fastest way to add many columns.
• Resize the edit panel on the view page by dragging the handle.
• Validation messages (e.g. “Add at least one Metric column”) only apply to a real build/save — they won’t nag you mid-setup.
• Filter vs Save Report are styled differently on purpose: Filter is a secondary (outline) button, Save Report is the primary (solid green) action.