Self-Service Report Builder
The Self-Service Report Builder lets you assemble a report yourself, field by field, when none of the ready-made ones asks quite the right question. You choose what to break the numbers down by, which numbers to show, and what to filter on — then run it, save it, and export it.
You’ll find it under Analytics in the sidebar.
What it reads
The builder works over your jobs — one row per charge line, with everything attached to it: the booking, the site, the customer, the stream, the container, the job type, the driver, the vehicle, the route and the run.
That single dataset is deliberately wide rather than deep. If a question can be phrased as “how many / how much, broken down by something about the job”, the builder can answer it.
This is different from Explore, which draws charts across several datasets. The Report Builder makes tables — grouped or row-by-row — over jobs. Reach for it when you want a list or a cross-tab you can export, rather than a picture.
The three things you drag
The panel on the left holds every available field, in two groups: Transaction fields (things about the job and booking itself) and Related fields (things about the site, customer, stream, container, job type, driver, vehicle, route and run).
You place those fields into three zones:
| Zone | What it does |
|---|---|
| Breakdowns / rows | What each row of the report represents. Add Customer and you get a row per customer; add Site underneath and you get a row per site within each customer. |
| Metrics / values | The numbers in the report. |
| Filters | What to include. Pick the exact values you want from a checklist. |
Drag a field into a zone, or use the small menu on the field to send it to one. Fields inside a zone can be dragged up and down to change the order, which changes the nesting.
The three measures
| Measure | What it counts |
|---|---|
| Lifts | Serviced quantity for bin lifts and hooklift movements — the same definition the Dashboard uses, so the two agree. |
| Actual Quantity | The raw quantity recorded on each job. |
| Volume (m³) | Quantity multiplied by the container’s volume, for bin-lift and hooklift jobs. |
Each one can be summed, counted, averaged, or reduced to a minimum or maximum — pick from the small dropdown beside it.
You can also drop an ordinary field into the metrics zone. It becomes a count: add Site Name as a metric and you get how many sites are behind each row, and switching it to Distinct Count gives you how many different sites.
Grouped or ungrouped
A toggle switches the whole report between two shapes:
- Grouped — one row per combination of your breakdowns, with the metrics aggregated. This is the usual choice.
- Ungrouped detail — one row per job, no aggregation. Use it when you want the raw list rather than the summary.
Running it
Nothing recalculates as you drag. When the setup looks right, press Run report (or F5). A Total row sits at the bottom of the result.
The date range at the top has This month and Last month presets, or Custom with your own dates typed as DD-MM-YYYY.
Sorting is explicit here rather than click-to-sort: use Add sort level to stack sort rules in order, so you can sort by customer and then by volume descending within each.
Saving a report
Once a report is worth keeping, save it. Saved reports appear under three tabs beside the builder:
| Tab | What’s in it |
|---|---|
| My Views | Reports you own — load, edit or delete them. |
| Shared Views | Reports someone has made public to the organisation. |
| Favourites | The ones you’ve starred, from either list. |
A saved report is either private or organisation public. Opening someone else’s shared report gives you Use a copy, so you can adapt it without changing theirs.
Exporting
XLSX downloads the report as an Excel workbook. The export contains the whole result, not just the rows visible on screen.
A very wide date range with ungrouped detail can return a lot of rows. If the result looks truncated on screen, narrow the range or switch to Grouped rather than assuming the data is missing.
Next: if you’d rather chart your data than tabulate it, see Explore. For the ready-made reports, start at How reports work.