Where you build a report rather than use a fixed one: choose the data, the
columns, the filters, and save it for reuse.
Where: REPORTS → REPORT WIZARD · Permission: reportWizard
Two sections — My Reports and System Reports — plus Ordered reports
on the right, which tracks exports being generated in the background and
refreshes itself while any are running.
ADD REPORT starts a new one; Template Library opens the
document templates.
Choose a Scope and Category, then in the builder set:
A live preview updates as you work.
Nothing stops you saving a report with no columns, and the builder has no
sort configuration. Set the columns deliberately.
The view page carries the report's name and offers PDF, Excel and
CSV.
Over 92 days, the preview is replaced by Time range too long and the
three direct exports are disabled. Use GENERATE IN BACKGROUND, which
queues a job producing all three formats and delivers them to Ordered
reports. Progress is visible in Background jobs.
A template controls how a report looks as a PDF. It has four parts — HEADER,
BODY, FOOTER and CSS — written in Handlebars, and is rendered by a
headless browser.
Useful placeholders: {{name}}, {{#each reports}}, dates.*,
jalaliDates.*, records and summary.
Saving a template requires EDIT on the report-wizard privilege.
| Symptom | Cause | Fix |
|---|---|---|
| Time range too long | Over 92 days | Use GENERATE IN BACKGROUND |
| Export buttons disabled | Same 92-day limit | As above |
| A saved report shows nothing | It may have no columns | Edit it and add columns |
| Template saved but nothing changed | You lack EDIT; the save fails quietly | Ask an administrator |
| Background export never arrives | The export queue is stuck | Check Background jobs |
Duplicate on the list does not copy a report — it opens an empty form. To
copy one, rebuild it. The EDIT EXCEL TEMPLATE button opens the HTML
editor; there is no separate Excel template.