General Reports
Run custom reports with configurable parameters to query your workspace data for specific business insights.
General reports are custom, reusable queries that you can run against your workspace data. Each report has its own set of parameters — date ranges, dropdowns, text inputs — that you fill in before running. Results appear as a table in your browser and can be exported as CSV.
How It Works
Custom reports are pre-configured by your workspace administrator. Each report defines a query and a set of parameters that control what data is returned. When you run a report, Itsy executes the query with your parameter values and displays the results.
Key Concepts
Report Properties
| Property | Description |
|---|---|
| Name | The report's display name |
| 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 type that determines the input control you see:
| Type | Input |
|---|---|
| Text | Free-form text field |
| Number | Numeric input |
| Date | Single date picker |
| Date Range | Start and end date picker |
| Boolean | On/off toggle |
| Dropdown | Selection from a list (e.g., suppliers, trips, payment methods, or segments) |
Each parameter can be required or optional, and may have a default value and help text explaining what it does.
Dropdown Data Sources
Dropdown parameters pull their options 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
Report results display as a table with:
- Dynamic columns based on what the report returns
- Row count showing how many records were found (up to 10,000)
- Execution time showing how long the query took
- Dates and numbers formatted according to your workspace locale
Execution History
Every time you run a report, the execution is logged with the parameters used, the number of rows returned, and the execution time. This helps track how reports are being used across your workspace.
Common Tasks
Running a Custom Report
- Navigate to Reports > General
- Click on a report from the list
- Fill in the required parameters
- Click Run
- View the results in the table below
Exporting Report Results
- Run a report to generate results
- Click Export (appears after results are displayed)
- The data downloads as a ZIP file containing a CSV
- Open the CSV in your preferred spreadsheet application