Creating Reports in Reports Hub

Where to find Reports Hub

• Open Reports Hub from the main navigation (the same area as other tools such as Company Handbook).

• The main screen title is Reports Hub, with the short description: Build custom reports or start from a prebuilt template, then run and export your data instantly.

When you can use it

• Your account needs access to Reports Hub. If you do not see Reports Hub in the menu, your permissions may not include it—ask an administrator.

• Accounts that are only set up as inspectors cannot open Reports Hub (you will be blocked from the page).

What you see on Reports Hub

Prebuilt Reports

At the top, Prebuilt Reports shows cards you can run immediately. Each card has a category label and a Run button.

The ready-made options are:

• Inspection Summary (Core) — Overview of inspections with totals and current balances.

• Payment Summary (Finance) — Payment activity tracked by date, status and method.

• Agent Directory (Staff) — Complete details and performance status for all agents.

• Contact Directory (CRM) — Comprehensive list of all staff and partner contacts.

• Services List (Sales) — Catalogue of all available services and current pricing.

Run opens that report so you can see a Live Data Preview and download a file (see After you run or save).

Your Reports

Below that, Your Reports lists reports that people on your team have saved. You can:

• Filter by: All Types or a specific report type (see Report types below).

• Use the row actions (icons): Run report, Download, View / Edit, and Delete.

If nothing is saved yet, you will see No saved reports yet and a short note that you can use a prebuilt report or Create your first report.

Create a custom report (without the AI assistant)

1. From Reports Hub, choose Create new report (or Create your first report if the list is empty).

2. You are on Create Report. Use Back to Reports to return to the hub without saving.

Left side: data and rules

Work through the sections from top to bottom:

• Entity & Data Source

  • Base dataset — Pick what the report is about (for example inspections or payments). The list shows friendly names in the dropdown.

  • Link collections (via references) — On the screen, this is the option that lets you add extra kinds of information alongside your main list.

    • Your base dataset is the main thing each row is about (for example “one row per inspection” or “one row per contact”).

    • Sometimes a record in that main list is already connected in Attik to other details—like a contact linked to a role, or an inspection linked to related records. You do not need to know how that connection works behind the scenes; if Attik can tie them together, this section appears.

    • When you check one of the items listed here, you are saying: “Also bring in fields from that related area so I can add them as columns.” After you check a box, look under Select columns… for an extra group of fields you can turn on (for example fields from a linked contact or role).

    • If you do not see Link collections (via references), your chosen base dataset does not offer those extra links for this report—use Base dataset only, or pick a different main list if you need a combined view.

  • Required info fields to include — For relevant datasets, you can add custom “required info” fields as columns. Selected fields are added to Selected Columns (see the helper text on the form).

• Filters

  • Set Date From and Date To, and use any other filters that appear for your dataset (for example status).

• Sorting & Aggregation

  • Click this heading to expand or collapse it. It holds two different ideas: sorting (order of rows) and aggregation (summaries and groups). On the form, the word aggregation is the technical label; read it as “combine rows into summaries.”

  • Plain list (aggregation off): Leave Enable aggregation unchecked for a normal export—roughly one row per record in your base dataset (after Filters), like a spreadsheet of individual inspections or payments. In this mode you will not see Sort by or Direction in this section.

  • What “aggregation” means in plain language: You are grouping many detail records into fewer rows and showing numbers for each group—for example one row per inspector with how many inspections or total dollar amount, instead of listing every inspection on its own line.

  • Enable aggregation: Turn this on when you want that kind of summary. Then you can use:

    • Group by: — Defines what each result row stands for (for example one row per inspector, per status, or per week). Use Add group by... to choose fields. Until you add at least one group, you will not get a grouped summary.

    • Values — This is the area on the form (small heading Values) where you pick which numbers to show for each group—such as count, sum, or other operations the form offers for each field. If you use Group by:, you normally need at least one line under Values so each group has something to display (the form may add a default count when you first pick a group).

    • Bucket field: / Bucket by: — When a date field is part of Group by:, you may see these controls to roll dates into Month, Week, Quarter, or Year instead of separate rows for every calendar day.

    • Pivot (cross-tab) — Optional. After you have Group by: set up, you can turn on Pivot (cross-tab) to lay results out like a pivot table in Excel: categories spread across columns. The form explains that this uses the selected group-by dimension as column headers. You can then toggle Row totals, Column totals, and Grand total as needed. Use Pivot on: to pick which grouped field drives the column layout.

  • Sort by and Direction — These appear at the bottom of the expanded section only when Enable aggregation is checked. Choose a field under Sort by, then Ascending or Descending under Direction.

  • Tip: If the report feels overwhelming, turn Enable aggregation off and build a simple list first. Turn it back on when you want counts, totals, or a cross-tab layout. When summaries are active, Selected Columns may switch to Displayed Columns with (Transformed)—meaning the columns follow your summary settings, not only the raw checklist of fields.

Top of the right side: report details

• Name (required) — e.g. placeholder e.g. Q4 Revenue by Inspector.

• Description — Short summary; placeholder Brief summary of what this report shows.

• Report type — Optional. Choices: Core, Finance, CRM, Staff, Sales, Quotes.

• Access Permissions — Choose who can use the saved report. If you pick no one, the control shows All users (Public). Otherwise you can select specific office staff; Clear all returns to public.

Selected Columns and preview

• Selected Columns — Open Select columns… to choose fields. You can Select all or Unselect all where those actions appear. Drag chips to reorder columns when allowed.

• Live Data Preview

  • Turn Auto-preview on or off.

  • With auto-preview off, click Preview to load data. With it on, the preview refreshes as you change settings (you can also use Refresh preview).

  • Use the download icon on the preview toolbar for a quick CSV export while editing.

  • Empty-state messages guide you: for example, choose a dataset and columns, or click Preview depending on your settings.

Save and continue

• Save & Run Report saves the report, shows Report saved, and takes you to the run view for that report.

• Restart clears the form and preview so you can start over on a blank report.

If something is missing, you may see messages such as Name is required or Select base dataset and at least one column. For pivot setups, you might see Pivot requires at least one value aggregation with guidance to add a value aggregation first.

Create or change a report (with the AI Report Assistant)

The assistant helps you describe what you want in everyday language, then drops a suggested setup into the form.

1. On Create Report (or Edit Report), click AI Assistant.

2. The AI Report Assistant window opens. The assistant’s first message explains that it can help you create a report or modify your existing report, with example requests you can try.

3. Type what you want in the box (placeholder: Describe the report you want to create...) and click Send, or press Enter (Shift+Enter for a new line).

4. When a configuration is ready, the assistant shows a summary and an Apply configuration button. Click Apply configuration to load it into the form.

5. Review Entity & Data Source, Filters, Sorting & Aggregation, Selected Columns, and Live Data Preview. Adjust anything manually if needed, then set Name and Access Permissions and use Save & Run Report or Update & Run Report.

Other controls in the assistant:

• Reset Conversation — Clears the chat and stored assistant data for this feature in your browser session.

• Cancel — Closes the window.

If the assistant cannot build a setup, it may ask you to rephrase or be more specific. If something goes wrong, you will see a short error message and you can try again.

While the assistant works, you may see AI is thinking... or Validating and applying configuration....

After you run or save

Prebuilt report (Run from a card)

You see the report name in the header, a Live Data Preview, and Back to Reports to return to the hub. Use Download and pick CSV (Comma-separated values) or Excel (Excel spreadsheet). A success message confirms the format, e.g. Exported as CSV or Exported as XLSX.

Saved custom report

After Save & Run Report or Update & Run Report, you see Report saved or Report updated, then the same style of run page: preview, Refresh preview, and Download with CSV and Excel.

From Your Reports on the hub, Run report and Download open that experience; View / Edit opens Edit Report so you can change the setup.

Deleting a report

From Your Reports, Delete asks you to confirm Delete Report: [name] and states This action cannot be undone. After deletion you will see Report deleted.

Important things to know

• Prebuilt reports are quick starts; they are not added to Your Reports until you save a copy using Create Report or after you customize and save.

• Preview shows a limited window of rows (with a count such as “Showing X of Y rows”), not necessarily every row in the system.

• AI Report Assistant suggests a configuration; you should still check filters, columns, and preview before relying on the numbers for decisions.

• Access Permissions control who can open a saved report; combine that with your organization’s own rules about who may see financial or personal data.

• Linked data and aggregation can get detailed; if results look unexpected, simplify filters or turn off Enable aggregation for a straightforward list first.

Need help?

If Reports Hub is missing, you cannot open a report you expected, or exports fail, contact your Attik administrator or Attik support. Mention the Report Name and whether you were using a Prebuilt Report or Your Reports.