Reports
A report is a designed document consisting of pages with panels. Each panel can display static content or data from a data set.
Creating a Report
Section titled “Creating a Report”- Navigate to Reports in the sidebar
- Click New Report
- Enter a name
- The report designer opens with a blank page
Designer Interface
Section titled “Designer Interface”The designer consists of:
- Canvas — The work area where you place panels
- Toolbar — Panel types to add
- Properties Panel — Properties of the selected panel (right side)
- Page Navigation — Add, switch, and delete pages
Layout
Section titled “Layout”Configure the page layout in the report properties:
- Page format — A4, A3, Letter, etc.
- Orientation — Portrait or landscape
- Margins — Top, bottom, left, right
Panel Types
Section titled “Panel Types”Text content with formatting. Supports {{param.name}} syntax for dynamic content.
Properties: Font family, font size, bold, italic, text alignment (left/center/right), vertical alignment, text color, background color.
Data table bound to a data set. The table grows dynamically with the data.
Properties:
- Data Set — Which data set provides the data
- Columns — Per column: field name, label, width, alignment, format
- Header — Show/hide, background color, text color
- Row height — Fixed row height in mm
- Max rows — Maximum number of displayed rows
- Alternate row color — For better readability
Column formatting:
| Format | Options |
|---|---|
| Auto | Automatic detection |
| Number | Decimal places, thousands separator, prefix, suffix |
| Date | Date pattern (e.g. dd.MM.yyyy) |
| Boolean | Display (e.g. Yes/No, ✓/✗) |
| Text | No special formatting |
Images from three sources:
| Source | Description |
|---|---|
| Upload | Image is uploaded and stored on the server |
| URL | External image via URL |
| Data Source | Image URL dynamically from a data set field |
Scaling: Uniform (fit), Fill, Non-Uniform (stretch).
Shapes
Section titled “Shapes”Simple geometric shapes for visual design:
- Line — Horizontal or vertical separator
- Rectangle — With border, fill, and border radius
- Ellipse — Circle or ellipse
Barcode
Section titled “Barcode”Barcodes and QR codes. The value can be static or use {{param.name}} syntax.
| Type | Description |
|---|---|
| QR | QR code |
| Code128 | Linear barcode (alphanumeric) |
| EAN-13 | European article number |
| Code39 | Linear barcode (letters + digits) |
Enumeration with optional data binding. Can display static items or data from a data set.
Styles: Bullet, Numbered, None.
With data binding: template syntax for each list item, max items configurable.
Page Number
Section titled “Page Number”Dynamic page numbering.
| Format | Example |
|---|---|
| Page X of Y | Page 1 of 5 |
| X/Y | 1/5 |
| Page number only | 1 |
Common Panel Properties
Section titled “Common Panel Properties”All panels support:
- Position — X/Y coordinates on the page
- Size — Width and height
- Border — Width, color, style, border radius
- Background — Background color
- Opacity — Transparency
- Padding — Inner spacing
- Repeat on every page — Panel is shown on every page of the report (e.g. for headers/footers)
Working Copy
Section titled “Working Copy”The report in the designer is always the working copy — the current work-in-progress state. Changes to the layout, panels, and the referenced data sets take effect immediately.
To freeze a stable state, create a version.
PDF Export
Section titled “PDF Export”Click Export PDF to render the report as a PDF.
Without environment: The working copy is exported using the base config connections of the data sources.
With environment: When an environment is selected in the switcher, the deployed version (if available) is used with the environment-specific data source configurations.
Filename Template
Section titled “Filename Template”Reports can define a filename template using {{param.name}} syntax:
Template: "Revenue {{param.country}} - {{param.month}}"Parameters: country=Germany, month=June→ Filename: "Revenue Germany - June.pdf"Without a template, the report name is used as the filename.
Folders
Section titled “Folders”Reports can be organized in folders. Folders also control access permissions (see Users & Permissions).