Custom Reports
Run custom reports with configurable parameters to query your workspace data for specific business insights.
Custom reports let you answer business questions that the built-in reports do not cover. Each custom report is a reusable, named query 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.
Custom reports are useful when you need to pull data that spans multiple areas of the platform, focus on a narrow slice of your business, or produce a recurring export for an external system.
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, and so on).
- 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 |
Reports also have a sort order that controls their position in the list and can be restricted to specific segments, so different teams see only the reports relevant to them.
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.
Parameter types
| Type | Input | Example use |
|---|---|---|
| Text | Free-form text field | Search for a client name or booking reference |
| Number | Numeric input | Set a minimum order value or participant count |
| Date | Single date picker | Filter to a cutoff date |
| Date Range | Start date (From) and end date (To) pickers | Limit results to a booking or travel period |
| Boolean | On/off toggle | Include or exclude cancelled orders |
| Dropdown | Selection from a list pulled from your workspace data | Choose a supplier, trip, payment method, or segment |
Required parameters are marked and must be filled in before you can run the report. Optional parameters narrow the results but can be left empty to include everything.
Dropdown data sources
When a parameter uses the Dropdown type, its options are populated 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 |
The list updates automatically as you add or remove items in your workspace, so dropdown options always reflect your current data.
Running a report
After you fill in the parameters, click the Run button (play icon). The system executes the query and displays the results below the parameters. While the report runs, the button is disabled to prevent duplicate submissions.
If any required parameters are missing or invalid, the system shows an error message describing what needs to be corrected. For example, a Date parameter must contain a valid date and a Number parameter must be numeric.
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 -- for example, supplier-bookings-2026-06-28_14-30.zip.
The Export button only appears after you have run the report and results are available.
Execution history
Every time you run a report, the system logs the execution with:
- The parameters you used
- The number of rows returned
- The execution time
- The user who ran it
This audit trail helps workspace administrators track how reports are being used and diagnose any performance issues with slow-running queries.
Example use cases
Custom reports can be tailored to many business needs. Here are a few examples of what workspaces commonly create:
- Supplier booking summary -- A report parameterized by supplier and date range that shows all bookings for a specific supplier, helping you prepare supplier statements or verify allocations.
- Outstanding payments by trip -- A report that lists orders with unpaid balances for a selected trip, useful for follow-up before departure.
- Participant list for a date range -- A report that returns participant names, contact details, and booking references for travel within a given period, commonly used to prepare manifests or group lists.
- Revenue by segment -- A report that breaks down revenue across segments for a chosen period, useful for management reporting beyond what the Financials dashboard offers.
- Booking changes audit -- A report filtered by date range that lists recently modified bookings, helping you catch updates that may need attention.
How it connects
- Orders -- Most custom reports query order data, including bookings, payments, and client information.
- Trips -- Trip data is available as both report parameters and result columns.
- Data -- Suppliers, segments, and payment methods appear as dropdown options in report parameters.
- Segments -- Reports can be restricted to specific segments, so different teams see only the reports relevant to their business area.