Custom Reports

Any Admin can build a report against the company’s own data — by describing it to the AI assistant or writing the SQL directly — and share it so any staff member can run it and export the results. Every query runs read-only against curated, tenant-scoped views: never the raw tables, and never another company’s data.

1. 1

   Describe what you need in plain English — the Custom Reports Assistant writes and can save the SQL for you. Prefer to write it yourself? The builder is right there too.

   

2. 2

   The available views sit right beside the query. Reference :date_from / :date_to and a date-range picker appears — here to test it, and again for whoever runs the saved report.

   

3. 3

   Saved reports are listed for admins to manage — the scope, whether it’s shared with all staff or kept private, and when it last ran.

   

4. 4

   Whoever runs a shared report picks their own date range — this one defaults to the past week — then exports the same view to CSV or Excel.

   

Every screen above is captured from a real, running copy of Real Enquiries, last refreshed September 2026. They update automatically as the product changes — this isn’t a mockup. All tours.