Saved reports

Goal

Build reusable report views over approved datasets (no raw SQL): choose columns, filters, and optional schedules (daily / weekly / monthly), then Run for results.

Who it is for

saved_report.view / saved_report.manage.

Preconditions

• Know which dataset from GET /reports/datasets matches the question.
• Columns must exist on that dataset.

Steps

1. Open Administration → Customization → Saved Reports.
2. New report: Name (translatable), Dataset, Columns, Filters, optional Schedule enabled + frequency.
3. Save. Use Run on a row to execute and inspect results on the same page.
4. Edit or delete with saved_report.manage when definitions change.

Result

Saved definitions appear in the list; scheduled reports follow frequency when scheduling is enabled. Results only include approved dataset columns.

Hard stops

Symptom	Cause	What to do
Dataset not approved	Unknown dataset key	Pick from catalogue
Column not available	Column not on dataset	Remove/replace column
Invalid schedule frequency	Outside daily/weekly/monthly	Fix frequency
Empty results	Filters too tight / no data	Broaden filters

Related

• Custom fields (reportable fields may feed datasets)
• Industry packs