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Intro

App Studio Report Builder allows you to create and automate personalized email reports from your App Studio apps. This article covers topics like creating a report, configuring a report, and setting a report schedule.

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• Required grant
• Access Report Builder
• Create a report
  • Create a report from the app
  • Create a report using your own content
• Configure your report
  • Edit report name, description, and tags
  • Design report appearance
  • Edit report configuration
  • Add actions and elements
  • Delete report
• Create report views
  • Add filters
  • Schedule your report
  • Add report recipients
• FAQ

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Required Grant

To create, edit, update, and delete reports in Report Builder, you must have the following grant enabled for your role:

• Edit Report (Report Builder) — Report Builder only appears as an option in App Studio if you have this grant, which is enabled for Admins and editors by default.

To learn more about grants, see Manage User Roles and Grants.

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Access Report Builder

Follow the steps below to access Report Builder in App Studio.

1. In App Studio, choose to create a new app or edit an existing app.
2. From the left navigation, select Reports. This opens Report Builder with all of your existing email reports.
   

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Create a Report

Follow these steps to create a new report:

1. Select New Email Report.
   
   In the modal that displays, choose to create a report from this app or add your own content.
   

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Create a Report From the App

Follow these steps to create a report from your app:

1. In the Create New Email Report modal, select Choose Content.
   
2. Under Choose app pages, select the specific pages you want to include in your report, then select Next. Note: Buttons, tabs, and controls on app pages are excluded from the report.
   
   The Report Builder interface opens and displays the pages you selected.
3. From here, configure your report. This process is described below.
   

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Create a Report Using Your Own Content

Follow these steps to create a report using your own content:

1. In the Create New Email Report modal, select Add Content.
   
   The Report Builder interface opens.
2. From here, configure your report. This process is described below.
   

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Configure Your Report

From the Report Builder, you can do the following:

• Edit report name, description, and tags
• Design report appearance
• Edit report configuration
• Add actions and elements
• Delete report

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Edit Report Name, Description, and Tags

Under About in the left panel of the Report Builder, edit the report name and description and add report tags.

• By default, the report automatically inherits the name of your app.
• Report tags help you organize and categorize reports. Tags cannot include apostrophes, underscores, backslashes, percent signs, or emojis.

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Design Report Appearance

Under Report Appearance in the left panel of the Report Builder, you can choose a report background color and the amount of density (the space around objects in the report). Selecting Import Theme From App opens the App Studio themes modal. Learn more about App Studio themes.

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Edit Report Configuration

Use the Report Configuration section in the left panel of the Report Builder to make changes to the report header and footer, including whether to display the Domo logo and text and background colors. When you’re finished, save your changes to add the new/updated report to your list of reports.

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Add Actions and Elements

You can add the following to your reports by dragging and dropping each item onto your report in the Add actions and elements section of the Report Builder:

• Headers
• Borders
• Images
• Text
• Cards
• Controls

These function as they do throughout App Studio. Learn more about how these items work.

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Delete Report

Under Delete Report in the left panel of the Report Builder, you can delete your report. This action cannot be undone.

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Create Report Views

To help your report viewers see the content most appropriate for them, you can choose filters and variables for each report in the Report Views section of Report Builder. There is no limit on the number of report views you can create. To create a new report view, select + New Report View. In the Report View editor, you can add filters, schedule delivery for the report view, and choose recipients for the report view. These tasks are described below.

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Add Filters

Under Report Views > Filters (tab), add filters to your report using the data in your app report and date range filters.

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Schedule Your Report

After configuring your report and adding any filters to a particular report view, you can schedule your report view and begin distributing it to others. Under Report Views > Schedule (tab), you can choose when that report view should be emailed to recipients. Use the fields to give your report email a subject, choose the frequency for report delivery (daily, weekly, or monthly), and a start and end date.

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Add Report Recipients

Under Report Views > Recipients (tab), you can choose who should receive it. Recipients receive the report by email. You can also choose who owns the report view.

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FAQ