General Reports

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. The custom reports list is available at Reports > Custom in the sidebar.

Key Concepts

Report Properties

Parameters

Parameters control what data the report returns. Each parameter has a type that determines the input control you see:

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:

Results

Report results display as a table with:

• Dynamic columns based on what the report returns — column names come from the report definition, so each report can show completely different data
• Row count showing how many records were found (up to 10,000)
• Execution time showing how long the query took, displayed in milliseconds
• Dates and numbers formatted according to your workspace locale
• Null or missing values are shown as a centered dot for clarity

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.

Report List

The custom reports page (Reports > Custom) shows all active reports in a paginated list with their name and description. Click any report to open it and fill in its parameters.

Common Tasks

Running a Custom Report

1. Navigate to Reports > Custom
2. Click on a report from the list
3. Fill in the required parameters (date ranges, dropdowns, text, etc.)
4. Click the Run button
5. View the results in the table below, with row count and execution time shown at the bottom

Exporting Report Results

1. Run a report to generate results
2. Click the Export button (appears after results are displayed)
3. The data downloads as a ZIP file containing a CSV
4. Open the CSV in your preferred spreadsheet application

The exported file is named with the report name and the current date and time for easy identification.

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.