Reports

PreviewThis feature is in preview, so its scope and behavior may change. Request access.

A report is a named collection of insights on a single page, with optional global filters and a shared time range. You use it to assemble a status dashboard, a weekly review, or a customer-facing snapshot from reusable pieces.

Identity

A report is described by the same set of fields whether you author it from the dashboard or the API.

Field	Type	Required	Notes
`id`	uuid	yes	Stable identifier. Used in the report URL.
`name`	string	yes	1-100 chars.
`description`	string	no	Up to 1000 chars. Rendered under the title.
`config.layout`	enum	no	`auto`, `grid`, or `flow`.
`config.timeRange`	object	no	Global time preset applied to insights without a pinned date range.
`config.filters`	object	no	Global filters: `procedureId`, `stationId`, `partNumber`. They intersect with insight filters.
`config.globalRefresh`	int	no	Auto-refresh interval in seconds, 0-3600. `0` disables auto-refresh.
`config.theme`	enum	no	`light`, `dark`, or `system`.

Each insight on a report is a report_insight row that carries its own display overrides (title, size, colorScheme, gridPosition) and a position for ordering.

Report Builder

The report builder is the editor at Analytics → Reports → <your report>, where you manage insights and report-level settings from the same panel.

Compose a report

Follow these steps to build a report from scratch.

Open Analytics → Reports → New report, name the report, and add an optional description.
Click Add insight to open the template selector with categorized presets or a Custom insight option.
Pick a template or build from scratch. The right panel exposes the insight config (kind, metric, filters, group-by, target).
Save. The insight renders as a card and becomes reusable.
Repeat the steps above for every insight you want on the report.

Insights are organization-level. Editing an insight propagates to every report that includes it.

Add, remove, update insights

Each link between a report and an insight is a report_insight row with its own display config, so you can adjust appearance on one report without touching the underlying insight. The card actions menu exposes the following operations.

Operation	Effect
Add	Attach an existing or new insight with an optional `position`, `size`, and per-card display overrides.
Update	Change display settings on this report only: title override, color scheme, size preset, and grid position. The insight itself is unchanged.
Remove	Detach from the report. The insight stays in the organization and on other reports.
Reorder	Drag and drop cards, or send an ordered list of `insightIds` through the API.

The size presets are small, medium, large, wide, tall, and full. The grid layout enables an explicit gridPosition with x, y, w, and h.

Global filters and time range

A report's config can pin a time range and a set of filters (procedureId, stationId, partNumber), which interact with each insight in two ways.

Insight filters win. An insight that pins its own dateRange ignores the report's global time range.
Filters intersect, never widen. A report-level stationId filters every insight further and cannot expose data the user could not see directly.

Execute vs Preview

A report runs its insights in two modes, depending on whether you are authoring or viewing.

Operation	When	Input	Returns
Preview	While you author. Re-runs as you tweak the config.	Raw `config` object	Query result plus debug info (execution time).
Execute	On every page load. Runs in parallel on the server.	Insight `id`	Query result only.

There is no caching layer in front of the executor, so each page load re-runs the queries. Set globalRefresh to re-run automatically at a fixed interval.

Reports are organization-level, and members with dashboard access who are in scope for the underlying team see the same report at the same URL.

Action	How
Share	Copy the report URL.
Export per-chart	Each chart card exposes a CSV export from its overflow menu.
Programmatic access	REST API: `report.list`, `report.get`, `report.insight.execute`.

Update a report

You can edit the name, description, layout, global time range, or global filters from the settings panel in the editor. The new state replaces the old one, and reports do not version themselves.

Delete a report

Open the row actions menu and click Delete. Deletion is permanent, and the underlying insights are not deleted.

Permissions

Access depends on the role of the member viewing the report.

Role	Access
Owner, Admin, Developer	Create, edit, and delete any report.
Viewer	Open and read reports for stations they have access to.
Operator	No dashboard access.

A report that includes an insight filtered to a station outside a Viewer's scope returns empty for that Viewer.

In the dashboard

Open Analytics → Reports to manage your reports.

List columns: name, description, created-by, last-updated.

Editor: the left rail is the insight stack, and the right panel is the selected insight's settings or the template selector when you add a new insight. The top header shows the Saving badge while changes propagate.

Actions: create a report, add an insight, remove an insight, update insight display, reorder insights, edit report settings, and delete the report.

Limits

A few hard limits apply to report configuration.

Name: 1-100 characters.
Description: 1000 characters.
Global refresh interval: 0-3600 seconds.
Insights per report: no hard cap. Query parallelism scales linearly.
Card size presets: small, medium, large, wide, tall, full.