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Report builder guide

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Overview

Report builder (Office) lets authorized users assemble exports. Definitions are stored via Admin → Reports and categories.

Steps

  1. Clone an existing report before inventing from scratch.
  2. Filter to active records unless auditing archives.
  3. Export CSV for Excel; PDF when presentation matters.
  4. Schedule manual runs monthly until automations exist.

Practical note

Reports with 50 columns nobody reads should be simplified.

Admin setup

Deep dives assume core guides read first.

Advanced options

Link to admin and detail workflow articles for end-to-end paths.

Troubleshooting

Feature not visible: check breeding capabilities map and user permissions.