Reports builder
The report builder at /reports/builder (breadcrumb Reports > Report Builder) is where reports get built: the authoring surface behind the Reports list. The page states the contract up front — pick a data source, add columns and filters, then preview live results — with a Back to Reports link for the way out.
- Two actions headline the builder: Run preview and Save report. Preview before saving; a saved report nobody previewed is a guess with a share button.
- The left pane holds the Data source picker (“Select a data source” shown unselected). Nothing builds until the source is chosen — the preview pane’s empty state says exactly that: “Select a data source to begin.”
- The right pane is the Preview (“Run the query to see a preview of your report”). Build against the data source the decision needs, not the one that is easiest to chart.

- Sharing is deliberate per report; Private is the default posture. A report shared too broadly becomes a second record people quote instead of the lists.
- Repeatable cuts belong on saved views under Table Views. If the same builder session happens every week, the view should exist so the report does not need rebuilding.
What next
Section titled “What next”- Reports: the report list this builder feeds.
- Table Views: the saved views behind repeatable cuts.
- Objects: the object groups tenant data lives in.

