Reporting and Analytics Pipeline

This guide explains how to build a complete reporting pipeline, from data aggregation to automated scheduling.

Overview

The reporting pipeline allows you to:

  1. Create Aggregation Queries to summarize data.
  2. Define Filters for specific data segments.
  3. Configure Export Layouts for external analysis.
  4. Schedule Automated Reports.

[navigate:/dashboard|Dashboard|layout-dashboard]

Creating Aggregations

Use the Query Builder to calculate totals, averages, and counts.

1. Navigate to the **Dashboard** (or open the **Query Builder**).
2. Click **Add Aggregation**.
3. Select the **Aggregation Type** (e.g., **Sum**, **Count**, **Average**).
4. Choose the target **Field** (e.g., **Price**).
5. Click **Execute** to view the results.

Filtering Data Segments

Isolate specific data segments for your report using advanced filters.

1. Click the **Advanced Filter** button.
2. Click **Add Condition**.
3. Select the field (e.g., **Status**).
4. Set the operator to **equals** and enter the value (e.g., **Active**).
5. Click **Apply** to filter the data.

Exporting Data

Export your filtered data to Excel or CSV for further analysis.

1. Click the **Export** button in the toolbar.
2. Click **Add Columns** to select the fields you want to include.
3. Confirm your selection.
4. Click **Export** to download the file.

Scheduling Automations

Automate the generation of your reports.

1. Open the **Mass Update** dialog (this serves as the automation entry point).
2. Click **Save as automation**.
3. Enter a **Name** (e.g., "Monthly Sales Report") and **Description**.
4. Click **Save** to activate the schedule.