Reports Builder ERP Module
Build your own tabular reports: pick the data, choose columns and filters, then export to PDF or Excel.
Book a demo of Reports BuilderModule overview
Self-service report builder for building your own reports without writing SQL. Choose a module and table, pick the columns, add filters and sorting, stack several sections into one report, then save it as a template or export it to PDF or Excel. Every report only shows your company's data and respects each user's access.
Building a report
Pick a module and a table, choose the columns you want, add filters and sorting, and run the report. You can stack several sections into one report, save it as a template, and export it to PDF or Excel.
- Who
- Any user with reporting access
- What you need
- Access to the module you want to report on. Each report only shows data the user is allowed to see.
- Choose the module and the table to report on.
- Pick the columns. Sensitive fields are hidden automatically.
- Add filters, such as a date between two values or a status in a list, and choose the sort order.
- Run the section. Add more sections from other modules or tables if you need them in the same report.
- Save the report as a template, export it to PDF or Excel, or email the PDF.
Result: A saved, reusable report and a PDF or Excel file to share.
Good to know
- Today, reports can be built on HR and POS data. Other modules are being added.
- Each section reads from a single table. Sections aren't joined to each other, and there is no grouping, totals or charts yet.
- A report returns 1,000 rows by default and up to 10,000.
- Reports can be emailed by hand. Scheduled delivery isn't available yet.
Core strategic benefits
- Let staff answer their own reporting questions without waiting for IT
- Save reports as templates and reuse them instead of rebuilding them
- Keep reporting safe: read-only queries, scoped to each user's access
Capabilities & functional features
- Choose a module and table, then pick the columns to show
- Filters: equals, not equals, greater or less than, contains, in a list, and between
- Sorting by any selected column, ascending or descending
- Several sections in one report, each from its own module or table
- Saved reports and templates you can clone and set as default
- Export to PDF or Excel, or email the PDF straight from the builder
- Company-scoped, read-only queries that respect each user's access and hide sensitive columns
Related modules
Reports Builder: common questions
Do we need to know SQL?+
No. You choose the table, columns, filters and sorting from lists, and Winlium builds the query.
Can users see data they shouldn't?+
No. Every report is limited to your company, users only see the parts of the organisation they have access to, sensitive columns are hidden, and queries are read-only.
Which formats can we export?+
PDF and Excel. You can also email the PDF to an address straight from the builder.
Can we combine data from different modules?+
You can place sections from different modules in one report, side by side. Each section is a separate table, not joined to the others.
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