Creating a report

Reports let you pull structured, tabular views of your data -- perfect for recurring analysis, stakeholder updates, or digging into the numbers behind a dashboard.

Create a new report

1. Open the Reports page from the left sidebar.

2. Click the New Report button in the top-right corner. A modal will appear.

3. Enter a Report Name -- something descriptive like "Q1 NPS by Region" or "Monthly CSAT Breakdown."

4. Select the Dataset you want to report on from the dropdown. This is the data source your report will query.

5. Click Create. Genuics opens the report builder where you can start adding columns and configuring the layout.

Choose your columns

Once you are in the report builder, the left panel shows every column available in your dataset. Click a column to add it to the report. You can reorder columns by dragging them in the column list.

Each column can be customized:

• Label -- override the display name (e.g., rename "csat_score" to "Satisfaction Score").
• Format -- choose how values appear: number, percent, currency, or date.
• Decimals -- control precision for numeric columns (0--6 decimal places).
• Width -- set a fixed column width in pixels, or leave it automatic.

Run and view your report

Click Run Report in the toolbar to execute the query. Results appear in a table below the builder. You can sort any column by clicking its header, and resize columns by dragging the header borders.

The toolbar shows the row count and how long the query took, so you always know the scope of your data.

Report views on the Reports page

The main Reports page gives you two ways to browse your reports:

• Card view -- each report appears as a visual card showing its name, dataset, type, and last-updated date. This is the default.
• Table view -- a compact list with one report per row. Useful when you have many reports and want to scan quickly.

Toggle between views using the view switcher in the top-right area of the Reports page.

Favorite and organize reports

You can favorite any report by clicking the star icon on its card or in the table row. Favorited reports always float to the top of the list, so your most-used reports stay within reach.

Use the quick-filter bar at the top of the Reports page to narrow the list:

• All -- every report you have access to.
• Favorites -- only your starred reports.
• Shared -- reports that have been shared with you or your team.

What's next

Once your report is created, you will probably want to group and filter the data to surface the patterns that matter. Head to Grouping, filtering, and aggregation to learn how.

When your report is ready to share, see Exporting and sharing reports for download and collaboration options.