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Report Builder

Use the Report Builder to compose custom reports​

The Report Builder lets you edit the design of a custom report. You can define what data is collected from where and how it will be presented across one or more documents.

The diagram below illustrates how a custom report is structured.

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Open the Report Builder​

To open a custom report in the Report Builder for editing:

  1. Do one of the following:

  2. Select More in the action bar and choose Open report builder.

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  1. The Data sources tab is shown by default. These determine the content of the report. A data source can represent data collected from your Alloy customer project (e.g. attribute data from one or more items) or a manually entered value (e.g. date, number, text).

    To learn more, see Report data sources.

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  1. On the Report documents tab, you can create one or more documents. These determine the layout of the report and how content from the data sources will be displayed. A report document can be output in several different formats (CSV, HTML, PDF).

    To learn more, see Report documents.

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Note

Once it's ready to use, you can run your custom report at any time to generate new document files based on the current state of its data sources.