Report Builder

The Report Builder allows administrators to create custom report definitions without writing code.

Navigation: Administration → Reporting → Report Builder

What Is the Report Builder?

The report builder lets you define new reports by:

1. Selecting a data source (dataset procedure)
2. Configuring input parameters (date range, business unit, filters)
3. Defining output columns (which fields to display, formatting)
4. Setting grouping and sorting rules
5. Assigning the report to a report group in the catalog

Creating a Custom Report

Step 1: Report Metadata

Field	Description	Required
Report Name	Descriptive name	Yes
Report Code	Unique identifier	Yes
Report Group	The catalog group to place this report in	Yes
Description	What this report shows	No
Business Unit Type	Scope to a specific BU type (or all)	No

Step 2: Data Source

Select the dataset procedure that provides the report data. Each procedure:

• Accepts standard parameters (business unit, date range)
• May accept additional custom parameters
• Returns a defined set of columns

Step 3: Output Columns

For each column in the dataset:

Setting	Description
Display Name	Column header text
Visible	Whether to show this column
Format	Number, currency, date, text, percentage
Width	Column width preference
Sortable	Whether users can sort by this column
Filterable	Whether to show a column filter

Step 4: Parameters

Define the input parameters users will see when running the report:

Parameter Type	Description
Date Range	Start and end date pickers
Business Unit	Business unit selector
Dropdown	Select from a list of values
Text	Free-text input
Checkbox	Boolean toggle

Step 5: Save and Test

1. Save the report definition
2. Run a test execution with sample parameters
3. Verify the output matches expectations
4. Publish the report to make it available in the catalog

Report Groups

Reports are organised into groups for easy discovery:

Group	Typical Reports
Accounting	Trial balance, journal listing, account statement
Loans	Portfolio summary, arrears aging, disbursement report
Deposits	Account summary, interest report, dormancy report
Clients	Client register, KYC status, client aging
HR	Employee list, payroll summary, leave balance
Assets	Asset register, depreciation schedule

Next Steps

• Report Catalog — Browse and run reports
• Running Reports — Execute reports with parameters