ProcessPro

Learn about ProcessPro's Dynamic Reporting feature — create custom reports from Plan or Form Submission data using the Report Builder.

What is Dynamic Reporting?

Learn how to use the Report Designer to add, reorder, resize, and configure columns for your Dynamic Report in ProcessPro.

Building a Report with the Report Designer

Learn how to add filter rules and group data in your Dynamic Report using the Report Builder designer in ProcessPro.

Filtering and Grouping Report Data

Learn how to add KPI summary cards to your Dynamic Report in ProcessPro, including count, sum, and average aggregates with optional filters.

Adding KPI Sections to a Report

Learn how to preview report data in the designer and publish your Dynamic Report so it appears in the Reports section for your team.

Publishing and Previewing a Dynamic Report

Learn how to export Dynamic Reports as PDF, CSV, or Excel files from ProcessPro's Report Builder, including export-only fields and status chip colours.

Exporting Dynamic Reports

Configure company settings and user permissions for ProcessPro's Dynamic Report Builder, including AllowReportBuilder, AddDynamicReport, and report types.

Dynamic Report Permissions and Settings

James Ross

Learn how to create, design, filter, publish, and export dynamic reports using the Report Builder.

Report Builder

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