Reports Workflow
Use this page as the map for Reports in Mission Control. It tells you which screen to open for each job, in what order, and which detailed guide to follow next.
Audience: CFOs, Controllers, ERP admins, and tech-savvy users who author custom reports, grant access, run standard or custom reports, and schedule delivery.
Where: Mission Control → Reports
What each area owns
Reports splits work into four pages. Standard reports are a fixed catalog you run in Viewer. Custom reports are authored in Builder. Security controls who can view or edit each report; Scheduler emails results on a cron.
| Domain | What you define | Where you configure it |
|---|---|---|
| Report design | Custom report SQL, parameters, styles, groups, report settings | Report Builder |
| Access | Which team members can view or edit each report | Report Security |
| Interactive run | Browse standard or saved custom reports, set parameters, Execute, export | Report Viewer |
| Scheduled delivery | Named schedule: report + parameters, cron rules, email PDF/Excel/CSV | Report Scheduler |
Dashboards, Work In Progress (WIP), and Audit Detail are separate Mission Control nav groups and are not covered in this guide set.
Recommended order
Stand up reporting for a team in this order:
- Author custom reports (if needed) — in Report Builder, create or open a custom report, edit SQL / parameters / formatting, then Save.
- Grant access — in Report Security, set view/edit permissions for the reports each person needs.
- Run interactively — in Report Viewer, pick a Standard or Saved report, set Parameters, Execute, export if needed.
- Schedule delivery (optional) — in Report Scheduler, create a schedule with Config, Email, and Rules; review Executions as needed.
You can skip Builder if the team only runs catalog standard reports. You can skip the scheduler if people only run reports in Viewer. You should not skip security if more than one person needs controlled access to custom reports.
Mission Control page map
| Nav item | Route | Use it to… |
|---|---|---|
| Report Builder | /missioncontrol/reports/builder | Create and edit saved custom reports: SQL, parameters, column styles, groups, report settings. Draft edits; persist with Save. Then Execute / Export. |
| Report Security | /missioncontrol/reports/security | Report Permissions matrix. View/edit toggles save immediately; use Apply To for bulk changes. |
| Report Viewer | /missioncontrol/reports/viewer | Browse Standard and Saved reports, set Parameters, Execute, switch Table / Report display, Export. |
| Report Scheduler | /missioncontrol/reports/scheduler | Create or edit schedules with Config, Rules, Email, and Executions; Execute runs a schedule now. |
The same permission matrix also appears under Teams → Security → reports. Prefer the dedicated Report Security nav item for day-to-day work.
Cross-product run history (all schedulers) lives under Teams → Schedule Executions with source for Reports. Per-schedule history is on the Scheduler Executions tab.
Builder vs Viewer
| Report Builder | Report Viewer | |
|---|---|---|
| Mode | Design workspace | Run workspace |
| Object | Saved custom report (definition you own) | Standard catalog report or saved custom report |
| Best for | Create/edit SQL, parameters, styles, groups, settings; Save then Execute | Pick a report, set parameters, Execute, export |
| Save model | SQL and formatting edits are local until Save; Execute / export use the saved definition | No report save; parameter values are for the current run |
Author and change definitions in Builder. Run numbers in Viewer (or Execute from Builder after you Save). Do not treat Viewer as the place to redesign SQL or layout.
Standard vs custom reports
| Concept | Owned in | Job |
|---|---|---|
| Standard report | Catalog (run in Report Viewer) | Built-in report you browse under the Standard tab |
| Custom report | Report Builder (run in Viewer under Saved) | Team-authored definition: SQL, parameters, and formatting you Save |
Create the custom report in Builder first. Then open it from Viewer Saved (or Execute from Builder after Save). Scheduler can target a Standard report or Custom report on the Config tab.
Upcoming
These Builder paths are not ready for documentation yet:
- Visual query helpers labeled Columns, Filters, and Having in Builder Tools
- Starting a custom report from a standard template (Browse Templates / Save As from a standard report)
Use the SQL panel and explicit Save for custom report authoring until those land.
Guides in this set
| Guide | Status |
|---|---|
| Run a report | Drafted |
| Create and edit custom reports | Drafted |
| Assign report permissions | Drafted |
| Schedule report delivery | Drafted |
Start with Builder if you need custom SQL reports. Start with Viewer if standard (or already-saved custom) reports exist and you need to run or export results. Start with Security if the team is new and access is not set yet.