Reports & Analytics

Standard Reports

The Reports landing page (/app/reports) and Standard Reports (/app/reports/standard) are a library of canned, parameterized reports, each with its own run view where you set the parameters (date range, branch, etc.) and view the result.

Report Builder

Report Builder (/app/reports/new, and /app/reports/:id to edit an existing one) is a custom ad-hoc report designer - for a report that doesn’t already exist as a standard one.

System Query

System Query (/app/reports/system-query/new and /:id) is an advanced, raw query tool, gated by its own separate permission (reports.system_query) beyond normal report access - meant for someone who needs to go past what the report builder’s UI can express. If you’re using this, the Database Reference section is written specifically for you.

AI Report Chat

Paired with System Query is an AI Report Chat Assistant (/api/ai-assistant/report-chat) - ask it a question in plain language and it can answer directly or draft a report, with the conversation persisted (/api/ai-assistant/history) so it isn’t lost between sessions. See INFI AI Assistant for how this fits into the wider AI assistant.

Reports Guide

Reports Guide (/app/reports/guide) is in-app documentation specifically for the reporting module.