Custom Reports
Run custom reports with configurable parameters to query your workspace data for specific business insights.
Custom reports are reusable named queries configured by your workspace administrator. You pick a report from a list, fill in its parameters, click Run, view the results in a table, and optionally export to CSV.
How it works
- Open Reports > Custom in the sidebar. You see a paginated list of reports showing each report's name and description.
- Click a report to open it.
- Fill in the parameters -- each report defines its own set of inputs (dates, dropdowns, text fields, etc.).
- Click the Run button (play icon) to execute the report.
- View results in the table that appears below the parameters.
- Optionally click the Export button (download icon) to download a ZIP file containing a CSV of the results.
Report properties
Every report has the following properties:
| Property | Description |
|---|---|
| Name | The display name shown in the reports list |
| Description | A summary of what the report shows |
| Category | An optional grouping label for organizing reports |
| Active | Whether the report appears in the reports list |
Parameters
Parameters control what data the report returns. Each parameter has a label, an optional help text, a required or optional flag, and an optional default value. The parameter type determines the input control you see:
| Type | Input |
|---|---|
| Text | Free-form text field |
| Number | Numeric input |
| Date | Single date picker |
| Date Range | Start date (From) and end date (To) pickers |
| Boolean | On/off toggle |
| Dropdown | Selection from a list pulled from your workspace data |
Dropdown data sources
When a parameter uses the Dropdown type, its options come from your workspace data:
| Source | Options listed |
|---|---|
| Suppliers | All suppliers in your workspace |
| Trips | All trips in your workspace |
| Payment Methods | All payment methods in your workspace |
| Segments | All segments in your workspace |
Results
After you run a report, results display as a table with dynamic columns -- column names come from the report definition, so each report can show different data. Values are auto-formatted:
- Dates appear in your locale's date format.
- Numbers appear in your locale's number format.
- Null or missing values are shown as a centered dot.
At the bottom of the table you see the row count (how many records were returned) and the execution time in milliseconds. A report can return up to 10,000 rows.
Exporting results
After running a report, click the Export button (download icon) to download the results. The data downloads as a ZIP file containing a CSV. The filename includes the report name and a timestamp for easy identification.
Execution history
Every time you run a report, the system logs the execution with the parameters you used, the number of rows returned, and the execution time. This helps track how reports are being used across your workspace.