The reports library

Before you start

• Find your way around

Reports answers a question from your data: how much is payable by vendor, how contract value splits by type, which bids scored highest. Open it with Reports in the top bar. The page lists every report you can see as a tile, with its type and the module it draws on.

○ ○ ○Beezr

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New report opens the builder.
Search reports matches names.
The chips narrow the list by type. The number is how many reports each holds.
All sources narrows the list to reports on one module.
Switch between grid and list.
A tile shows the type, the source module, who made it and when.

How do I find a report?

• Type part of the name in Search reports.
• Click a chip: All, Tables, Charts or Custom. The number beside each chip is how many reports it holds.
• Open All sources and choose a module to see only the reports built on it.

Beezr loads 24 reports at a time. Click Load more at the bottom for the next batch. The grid or list choice is remembered in your browser.

What can I do with a report?

Click a tile, or a row in the list layout, to open the report. Open the three dots on a tile for the menu:

Command	What it does	Shown when
Open	Opens the report in the viewer	Always
Edit	Opens it in the builder	You can edit reports
Duplicate	Makes a copy, then offers Open	You can create reports
Delete	Removes the report for everyone	You can delete reports

To delete several at once, tick their boxes. A bar shows how many are selected, with Clear and Delete. Beezr asks Delete 3 reports? and says: “They’ll be removed for everyone. Dashboard widgets that use them will stop showing data.”

Watch out

Delete is for everyone in your workspace, not only you. A deleted report also blanks any dashboard widget that used it. If you only want your own variation, use Duplicate and change the copy.

What are the types?

Type	What it shows
Table	Records or grouped totals in rows. Counted under the Tables chip
Custom table	A table with renamed columns, calculations and text columns. Also under Tables
Bar chart, Line chart, Pie chart, Donut chart	One chart of a measure grouped by a field. Counted under Charts
Custom layout	A page laid out from a template. Counted under the Custom chip

Can Buzz draft a report for me?

If your workspace has the feature, an Ask Buzz button sits beside New report. You describe the report you want, for example “Top 10 customers by revenue”. Buzz drafts it and you choose whether to save it or open it in the builder. Nothing is saved until you decide.