Report Writer: save, run, and export a custom report

Where: Outkomes → Reporting → Report Writer

The Report Writer uses the same metric definitions as the curated report library. It never accepts raw SQL, arbitrary columns, or a browser-supplied query fragment.

Create a definition#

1. Choose only the metrics your role can use.
2. Choose total, Kampaign, Seat, or an available opportunity-field grouping.
3. Set a permitted Workspace, customer, Seat, and optional Kampaign scope.
4. Choose a bounded date range and an approved sort.
5. Name the report, review the exact scope, and save it.

Saved reports and versions#

Each saved report keeps a schema version, revision, ownership, scope, and timestamps. Editing uses the current revision so one tab cannot silently overwrite a newer change. A definition created by a newer product version remains preserved but cannot run, export, or be changed here.

Run, understand, and export#

• The result shows exact scope, grouping, date range, sort, revision, freshness, and provenance.
• Long grouped results use bounded server pagination.
• CSV export uses the same saved definition, revision, permissions, and results shown on screen.
• If no rows match, narrow or change the definition instead of treating an empty result as an error.