--- title: "Report Builder" slug: "report-builder-1" updated: 2026-02-10T09:50:16Z published: 2026-02-10T09:50:16Z canonical: "help.symphonysummitai.com/report-builder-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Report Builder Using Report Builder, you can write a query using the Query Builder or select the required columns in the report and generate reports based on your requirements. To generate a report, perform the following steps: 1. Select **Admin** > **Infrastructure** > **General** > **Report Builder**. 2. On the **Report Builder** page, click **Add New** from the right actions panel. 3. In the **Details** section, fill in the required details and click **Next**. For more information about the fields on the **Report Builder** page, see Field Description. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-P4M9F2SN.png?sv=2026-02-06&spr=https&st=2026-10-27T08%3A55%3A04Z&se=2026-10-27T09%3A55%3A04Z&sr=c&sp=r&sig=MYNDgh606XkSxu3%2B9CElusUozUCpy6KNbFLSHXylc34%3D) Figure: Report Builder page: Details page 4. Under the **Designer** tab, you can select the **Use Query Editor** check box to write the query in the **SQL Query** text box. The **Use Graph** option is not available for the Tabular Report type. Or, select the column you want to be displayed in the report from the **Select Columns** section. If you select the **Filters** check box, the selected column becomes a filter/search criteria in your report. Similarly, you can select fields that can be used for sorting by selecting the **Sort** check box. 5. The selected columns are displayed in the **Column Re-Order & Grouping** section. You can also change their sequence by moving them up and down. 6. The columns that you select for filter are displayed under the **Filters** section. Similarly, the columns that you select for sorting are displayed under the **Sort Columns** section. You can choose their sorting order by moving them up and down. 7. Once you have selected the columns for the report, the filter options and the sort options, click **Validate Query**. It will automatically generate a query based on your selections in the **SQL Query** text box. 8. Click **Preview** to view the preview of the report. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-MMSR0E9P.png?sv=2026-02-06&spr=https&st=2026-10-27T08%3A55%3A04Z&se=2026-10-27T09%3A55%3A04Z&sr=c&sp=r&sig=MYNDgh606XkSxu3%2B9CElusUozUCpy6KNbFLSHXylc34%3D) Figure: CUSTOM REPORT BUILDER page: Designer tab 9. Under the **Preview** tab, select the required filter options on the **FILTERS** pop-up page and click **SUBMIT** (see, [Filters](/apex/docs/report-builder-1#ReportBuilder-Filters)). The preview of the report is displayed based on the filter criteria. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-T9TOZW57.png?sv=2026-02-06&spr=https&st=2026-10-27T08%3A55%3A04Z&se=2026-10-27T09%3A55%3A04Z&sr=c&sp=r&sig=MYNDgh606XkSxu3%2B9CElusUozUCpy6KNbFLSHXylc34%3D) Figure: Custom Report Builder page: Preview tab #### Field Description The following table describes the fields on the **Custom Report Builder** page: | **Field** | **Description** | | --- | --- | | **Details** | | Tenant | Lists all the configured Tenants. Select a Tenant from the list. | | Module Name | Lists all the configured modules for the selected Tenant. Select a module from the list. | | Report Type | Select the report type from the list *Tabular Report or List Report.* | | Report Name | Type in a name for the report. | | Access Type | Select the access type from the list. - *Private*: Select this option to make the report available only to the selected user(s). If selected, **User** field is displayed to select the user(s). - *Public*: Select this option to display the report to all the users in the Custom Report list. | | Active | Indicates the status of the report. - If selected, the report becomes active. - If cleared, the report becomes inactive. | | **Designer** | | Use Graph | Select this option to create a graphical report. Note: This option is available only for the List Report type. | | Use Query Editor | Select this option to type the query string directly in the **SQL Query** text box. | | Select Columns | Select the columns you want to be displayed in the report. | | Column Re-Order Grouping | Displays the columns you have selected to be displayed in the report. You can also change their sequence by moving them up and down. | | Sort Columns | Displays the columns you have selected for sorting. You can also change their sequence by moving them up and down. | | Filters | Displays the columns you have selected for filter. | | SQL Query | Displays the SQL query based on your selection. | | **Preview** | Displays the preview of the report. | #### Actions This section explains all the icons displayed on the right actions panel of the **Report Builder** page. **Filters** Click the **Filters** icon to specify a particular filter criteria to display the custom reports. On clicking the **Filters** icon, the **Filters** pop-up page is displayed. Select the Tenant, Module Name, and Report Type. Click **Submit**. **Show List** Click **Show List** to display the **LIST** table showing all the custom reports for the selected Tenant. - To edit a report, click the **Report Name**. Make appropriate changes and click **SUBMIT**. - To display the inactive reports, click the **Include Inactive** check box. > [!NOTE] > Note > > When the reports are displayed under the **LIST** table, the **Add New** action is displayed on the right actions panel. Click **Add New** to configure a new custom report. **Export To Excel** Click **Export To Excel** to export and download the data to a Microsoft excel sheet. This icon is available only on the **Preview** tab.