citrus-cms/resources/views/guide/report-builder.md

Report Builder User Guide

What is the Report Builder Module?

The Report Builder module provides tools for creating and generating custom reports from system data. This module helps build reports, customize report layouts, and generate comprehensive reports for various project needs.

Getting Started

To access Report Builder:

1. Login to the system
2. Click on Documentation in the main menu
3. Select Report Builder from the submenu

Key Features

Primary Functions

• Report Creation: Create custom reports from system data
• Layout Design: Design report layouts and formatting
• Data Selection: Select and filter data for reports
• Template Management: Manage report templates

Secondary Functions

• Export Options: Export reports in various formats
• Scheduling: Schedule automatic report generation
• Distribution: Distribute reports to users
• Version Control: Manage report versions

How to Use

Building Reports

1. Click "Create Report" button
2. Select data source and fields
3. Design report layout
4. Set filtering and sorting options
5. Configure export settings
6. Preview and test report
7. Save and generate report

Report Management

1. Review report requirements
2. Select appropriate data sources
3. Design report layout
4. Configure report settings
5. Generate and distribute reports

Report Categories

• Data Reports: Data analysis reports
• Summary Reports: Summary and overview reports
• Detailed Reports: Detailed information reports
• Custom Reports: User-defined custom reports

Best Practices

Usage Guidelines

• ✅ Define clear report requirements
• ✅ Select relevant data sources
• ✅ Design clear and readable layouts
• ✅ Test reports before distribution

Quality Assurance

• ✅ Verify report data accuracy
• ✅ Ensure proper report formatting
• ✅ Monitor report generation effectiveness
• ✅ Regular review of report processes

Troubleshooting

Common Issues

1. Report not generating: Check data availability and permissions
2. Layout problems: Review report design and formatting
3. Export errors: Check export format and file size

Getting Help

• Contact the Documentation department for technical support
• Consult report builder procedures and guidelines
• Check data sources and system status