The Report section is organized into three tabs:

1. Report

Displays the list of reports created by the user, Fabrick’s predefined reports, and archived reports, available under the History tab. Learn more in the FAQ: Reports list.

2. Filters

In the Filters tab, users can view predefined filters or create custom ones to use when creating a new report.

Filters are used to select which data should be displayed in the report based on the criteria set, that is, to filter the content shown in the report columns.

This tab contains the list of available filters, both predefined and custom.

For each filter, users can:

• view its details by clicking on the filter name or on the three dots on the right side of the row and selecting the desired action;
• duplicate it by selecting the relevant filter, clicking Actions, and choosing the desired option.

By clicking the New filter button, users can create a custom filter which, depending on the selected Type, allows specific parameters to be defined.

3. Template

In the Template tab, users can view predefined templates/models or create custom ones to use when creating a new report.

Templates are used to define the structure of the report, that is, which columns should be included. During report setup, they can be saved and reused later to speed up the creation of new reports with the same structure.

This tab contains the list of available templates, both predefined and custom.

For each template, users can:

• view its details by clicking on the template name or on the three dots on the right side of the row and selecting the desired action;
• duplicate it by selecting the relevant template, clicking Actions, and choosing the desired option.

By clicking the New model button, users can create a custom template which, depending on the selected Type, allows specific fields to be added to the template.

Customizing Template fields

The fields available in the Template section can be customized by editing:

• Field name: to customize the name of the field;
• Format: to define how the values of certain fields are displayed, for example the numeric format for amounts, the text style for labels (lowercase, uppercase, etc.), and the date and time format.