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3 VOTE
Status SUBMITTED
Created by John Brunsden
Created on Nov 20, 2025

Custom Report Builder

Would it be possible to consider the addition of a fully customisable reports section within Advanced Insights that would allow the creation of custom / tailored reports, to avoid the need to export raw data and then amend in programs such as Excel / Power Bi.

This request would be to create a fully customisable report builder in the same vein as the custom dashboard, that would allow:

  • Create custom reports from scratch using drag and drop and / or simple query builders

  • Select any available data fields / columns across all inventory sources

  • Apply advanced filtering, grouping, sorting, and conditional formatting.

  • Save, schedule and share these custom reports with other users or roles

  • Ability to export in multiple formats (PDF, CSV, XLSX) with retained formatting.

These would reduce the business need and dependency on using other tools to manipulate the raw data, whilst enabling faster response to audits, compliance requests and internal management reporting.

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