Report Builder#
The Report Builder in Novaza Office lets you turn module data into visual charts, summary tables, and scheduled reports. Reports can be embedded in dashboard pages, exported as CSV or PDF, or delivered automatically to a list of recipients on a schedule.
Creating a Report#
Go to Office → Reports → New Report within your namespace. Give the report a name, then select the data source (a module). From there you can:
- Choose metrics — select numeric fields to aggregate (sum, average, count, min, max)
- Choose dimensions — group results by one or more field values (e.g., group by Status, or by month of a date field)
- Apply filters — restrict data to a subset (e.g., only records created in the last 30 days)
- Choose chart type — bar, line, area, pie, doughnut, scatter, or gauge
The report preview updates in real time as you configure each option.
Chart Types#
| Chart | Best Used For |
|---|---|
| Bar | Comparing values across categories |
| Line | Trends over time |
| Area | Cumulative trends or volume over time |
| Pie / Doughnut | Proportional breakdown of a total |
| Gauge | A single metric against a target threshold |
| Scatter | Correlation between two numeric fields |
| Table | Tabular summary with subtotals |
Dashboards#
Embed multiple reports on a single Dashboard page using the Page Builder’s Chart block. Each chart block points to one saved report. This allows you to compose a department overview page that combines revenue, activity, and pipeline data at a glance.
Exporting Reports#
To export a report’s current data, click Export in the top-right corner of any report view. Available formats:
- CSV — raw tabular data, compatible with Excel and Google Sheets
- JSON — structured data for programmatic use
Exports reflect the current filter state, so you can export a filtered subset without modifying the saved report definition.