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Running Reports

This guide covers the end-user workflow for browsing, executing, filtering, and exporting reports from the View List. These steps correspond to the user-facing render experience shown when opening a published query or dashboard.

Accessing the View List​

  1. Open the Report Builder portal (for example, https://report-las.ledger.raralabs.dev).
  2. The View List page loads automatically and shows all reports you are authorized to view.
  3. Each row displays:
    • Report identifier — numeric or alphanumeric ID (for example, 6, 3456)
    • Report name — display title (for example, get_active_loans, sumo-user-guide)
    • Description — optional subtitle
    • View type — QUERY, MULTI_QUERY, or DASHBOARD

Searching for a Report​

  1. Click the Search bar at the top of the page.
  2. Type part of the report name, identifier, or description.
  3. The list filters to matching entries.

Running a Query Report​

Use this procedure when the view type is QUERY or when opening a query section inside a multi-query report.

  1. From the View List, click the report row (for example, 6 — get_active_loans).
  2. The Render View opens. The page title shows the report identifier and name.
  3. Click Run Query to execute the SQL and load results into the data grid.
  4. Wait until the table populates. If no records match, the grid displays No results.

Filtering Results​

After the query runs:

  1. Use the Search bar above the data table to filter visible rows by any column value.
  2. Click View (list icon) on the right side of the table toolbar to adjust column visibility or layout, if supported by the report configuration.

Selecting Rows​

  • Use the checkbox in the first column to select individual rows.
  • Selected rows may be required before triggering a configured Action on the report.

Exporting to Excel​

  1. Run the query so the desired data is loaded in the grid.
  2. Click Export Excel.
  3. The browser downloads an Excel file containing the current result set.

Viewing a Dashboard​

Use this procedure when the view type is DASHBOARD (for example, account_report).

  1. From the View List, click the dashboard row.
  2. The Render View opens and displays one or more chart panels.
  3. Each chart panel may include:
    • A title identifying the chart
    • A legend mapping series names to line or bar colors (for example, sales, purchase, customer, inventory, supplier)
    • A Select Date Range control in the top-right corner of the panel

Filtering by Date Range​

  1. Click Select Date Range on the chart you want to filter.
  2. Choose a start date and end date (for example, 2026-06-24 to 2026-07-01).
  3. The chart refreshes to show data for the selected period.

Reading Chart Data​

  1. Hover over a data point on any line chart.
  2. A tooltip appears showing the exact values for each series on that date.

Signing Out​

  1. Click the gear icon in the top-right corner of the header.
  2. Select Sign Out from the dropdown menu.

Common Render View Controls​

ControlLocationPurpose
Run QueryTop center (query reports)Executes the underlying SQL and refreshes the grid
Export ExcelNext to Run QueryDownloads the current table data as Excel
Search (table)Above the data gridFilters displayed rows client-side
ViewTable toolbarAdjusts table display options
Select Date RangeDashboard chart headerFilters chart data by date window
Row checkboxFirst columnSelects rows for actions or bulk operations