Reporting & Dashboards

Struktural provides a robust built-in Reporting Engine capable of generating highly customized Multi-sheet Excel exports, PDF documents, and live interactive Dashboards.

Unlike core Schema or UI layouts which are strictly managed by system architects or AI in the Studio, Reports can be designed and saved directly by end-users from within the runtime application.

1. Creating a Report via the UI

Users navigate to the Reports module (if granted the Struktural_Sys_Report Read/Write permissions) and click Create New Report.

The interface provides a guided, multi-tab builder:

• Data Tab: Select the RootEntity (e.g., "Invoice"). Determine the persistent global filters (e.g., "Only show Paid invoices").
• Columns Tab: Select which fields to display in the data table. Users can apply aggregates like Sum, Count, or Average to numeric columns.
• Grouping Tab: Select a field to group the rows by (e.g., "Customer.Name"). This enables Sub-totals in the generated export.
• Charts Tab: Design Dashboard widgets. Select a Category for the X-Axis, a Value for the Y-Axis, and a chart type (Bar, Pie, Line, Doughnut, Area).
• Layout Tab: Configure Page Orientation, Logos, Watermarks, and Headers for the physical export file.

2. Advanced: Custom Queries (Joins)

By default, selecting a Root Entity allows users to navigate 1 level deep using dot-notation (e.g., Customer.Name).

However, if a business analyst needs to flatten deeply nested data (e.g., querying OrderLine -> Product -> Supplier), they must utilize the Custom Query builder.

1. Toggle the "Custom Query" switch on the Data tab.
2. Define the SQL Joins manually (e.g., Inner Join Product where OrderLine.ProductId = Product.Id).
3. Select the specific fields to extract from all joined tables and assign them an Alias (e.g., SupplierName).
4. These Aliases now replace the standard entity fields in the Columns and Charts tabs.

3. Workflow Automation

Reports are deeply integrated into the Orchestration Engine.

Instead of forcing users to log in and click "Export" every day, you can build Workflows that automatically generate the report and dispatch it. See the Workflow Use Cases for a complete guide on how to automatically generate and email a report on a CRON schedule.