Create and Edit Custom Reports

Use Report Builder to create and edit saved custom reports: SQL, parameters, and presentation settings.

Where: Mission Control → Reports → Report Builder
Route: /missioncontrol/reports/builder

To run without editing, use Run a report. To grant access, use Assign report permissions. See Reports workflow.

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Create a custom report

1. Open Report Builder.
2. Click + (Create custom report) in the left sidebar.
3. In New Custom Report:
   • Enter Name *
   • Optionally enter Description
4. Click Create Report.

The new report is selected. Add SQL and parameters next, then Save before you rely on Execute / Export.

Empty center: Start Building a Report. Prefer + / Create Report over empty-state template browse (not ready — see Upcoming).

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Manage saved reports in the sidebar

Left panel title: Report Builder. List is saved custom reports only (no Standard tab).

Control	Use
Search saved reports...	Narrow the list
Filter (funnel)	Favorites: All / Favorites
Star on a row	Toggle favorite
Row ⋯ menu	Rename, Duplicate, Delete

Delete opens Delete Custom Report (cannot be undone) → confirm Delete.

Duplicate names the copy Copy of {name}.

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Edit with Builder Tools

With a report selected, the right panel is Builder Tools (Focused editing surfaces). Open a panel:

Panel	Use
SQL	Edit the report query
Parameters	Review and fill run parameters for Execute
Column Styles	Visibility, type, format (applies to Table, Report, and exports)
Groups	Grouping and Grand Totals (Add Group)
Report Settings	Page header text, timestamp/page numbers, logo

Toolbar on the main panel: Save, Execute / Cancel, Export (after results), Table / Report display.

Do not use the Columns, Filters, or Having buttons in Builder Tools yet — see Upcoming. Edit SQL directly in the SQL panel instead.

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Edit SQL and Save

1. Open SQL.
2. Edit the query in the editor.
3. Optional tools: Copy, Format, Show SQL / Hide SQL, Suggestions, Reset (discards local SQL edits back to the saved definition).
4. Click toolbar Save to persist SQL, parameters, display mode, and builder config.

Critical save rule:

• Unsaved SQL edits are local only. The amber banner says: Unsaved SQL edits are local until you save. Execute/export still uses the saved report definition.
• Run Saved Report (SQL panel) and toolbar Execute / Export use the saved definition — not the unsaved draft in the editor.

Workflow: edit → Save → Run Saved Report or Execute.

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Parameters, Execute, and Export

1. Open Parameters and fill required fields (*).
2. After Save, run with the play control, Run Saved Report, or toolbar Execute.
3. Review results in Table or Report.
4. Use Export → Export Report (PDF / Excel / CSV; PDF Portrait / Landscape).

Export for custom reports uses the saved builder configuration. Change styles/groups/settings, Save, then export again.

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Typical sequence

1. Create Report (or open an existing saved report).
2. Edit SQL (and Column Styles / Groups / Report Settings as needed).
3. Save.
4. Set Parameters → Execute.
5. Grant access in Security if others need the report; run from Viewer or schedule delivery as needed.

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Upcoming

Not ready for day-to-day use (do not document as working steps):

Area	Notes
Columns / Filters / Having	Visual query helpers in Builder Tools — incomplete
Start from a standard template	Empty-state Browse Templates / Save As from a standard report — not a reliable Builder path yet

Author with the SQL panel and explicit Save until those land.