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Report documents

Define the layout of your custom report​

After you've defined the data sources of your custom report, you can start thinking about how that data will be presented.

Using the Report Builder, you can create one or more report documents. These represent the final output files that will be generated whenever the report is run.

You can then define the layout of each report document using the Document Layout Editor.

Note

When designing a large report document, please be mindful of the custom report limits.

Document types​

There are two types of report document:

  • Flow document - suitable for presenting different types of data in multiple ways. It provides the most flexibility when it comes to defining the layout. It can be saved in two common file formats, HTML and PDF, which are easy to view on most devices.

    To learn more, see Creating a flow document.

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  • Tabular document - suitable for recording raw data as a table. It saves as a CSV file, so it can be easily imported into other software for analysis and storage (e.g. Microsoft Excel, Power BI, Tableau).

    To learn more, see Creating a tabular document.

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Manage report documents​

Once you've created and saved a report document, it'll appear in the list on the left.

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

To delete a report document, select its icon and answer Yes to the confirmation.

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