Report data sources

Bring content into your custom report

When using the Report Builder to design a custom report, you can define one or more data sources. These determine the content of the report, so having at least one is recommended!

A data source can represent data collected from your company database or a manually entered value:

• the attribute data of an individual item

• an AQS query that returns attribute data from multiple items which fulfil a set of criteria, e.g. fetch all completed inspections within this area that were reported in 2026

• a constant value such as a date, a number, or geometry coordinates

A data source be configured with a default value. When a user runs your report, they'll see the data sources and have the opportunity to change their values before continuing.

Note

When adding large data sources, please be mindful of the custom report limits.

Create a data source

To create a new data source in your custom report:

1. In the Report Builder, switch to the Data sources tab if necessary.

   

2. Select Create data source at the bottom.

3. Supply a meaningful Name. Users will see this when running the report, so ensure it describes the data source clearly. To ensure the data source can't be left empty, enable Required.

   

4. Choose a Type. The rest of the form will change depending on what you choose. For further guidance, please see the corresponding article.

   Type	Description	Article
   Alloy Id	Represents an Item ID value	Create a constant data source
   AQS	Represents an AQS query that returns attribute data for qualifying items of a particular design/interface	Create an AQS data source
   AQS statistics aggregation	Represents an AQS query that returns statistical data about qualifying items of a particular design/interface	Create an AQS statistics data source
   Date	Represents a date value	Create a constant data source
   Date Time	Represents a date and time value	Create a constant data source
   Geometry	Represents geometry coordinates in GeoJSON format that define a point, line or polygon on the map	Create a constant data source
   Item	Represents a single item of a particular design/interface	Create an Item data source
   Join	Joins two other data sources together (typically two AQS types)	Create a Join data source
   Number	Represents a number value	Create a constant data source
   Seasonal	Represents a seasonal value (a date without a year)	Create a constant data source
   Text	Represents a text value	Create a constant data source
   Time	Represents a time value	Create a constant data source
   Yes/No	Represents a boolean value	Create a constant data source

5. When you've finished filling out the form, select Create. The new data source will be added to the list.

   

Manage data sources

To duplicate a data source, select it in the list, select Menu (bottom-right) and choose Copy data source.

To delete a data source, select its icon and answer Yes to the confirmation.