> For the complete documentation index, see [llms.txt](https://docs.obto.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.obto.co/applications/report-builder.md).

# Report Builder

An application to create reports that can be used to show on dashboard pages or can be used as a single entity.&#x20;

### Features

1. The application lets you build reports in the form of tables and charts.&#x20;
2. It lets you build conditions on table and charts using the query builder functionality.&#x20;
3. In chart reports, you can select different types of charts like pie chart, column chart, donut chart etc.&#x20;
4. It allows aggregation and operations on data to show on chart.&#x20;

How to create report: -&#x20;

1. On the navigation bar navigate to Reports.&#x20;
2. Under Reports click on Create. Report Builder app opens up.&#x20;
3. Enter report name.&#x20;
4. Select report type (table or chart or both).&#x20;
5. If report type is selected as ‘chart’ then select chart type (‘pie’, ‘column’ etc.) and then click ‘NEXT’ button.&#x20;
6. Select the data source type.&#x20;
7. Select the name of the collection (Table in the database).&#x20;
8. If data source type is selected as ‘Table’ then click ‘NEXT’ button.&#x20;
9. If report type is selected as ‘chart’ then select column name by which you want to group the data (e.g., In incident you can group by priority).&#x20;
10. Select the operation you want to apply on data (e.g., MAX,  AVG, SUM, COUNT) and then click ‘Finish’ button.&#x20;
11. If data source type is selected as ‘Datasource’ then click ‘Finish’ button.&#x20;
