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Finanly

Report Studio (BI Report Builder)

Drag fields into rows, columns, values and filters; preview; save; export.

4 min readreportsbuilderexport
  1. Open Tools → BI Report Builder (/business/tools/report-builder).
  2. The schema panel lists 27 business tables (15 in Personal mode) with their fields (GET /v1/business/reports/schema).
  3. Drag fields into Filters, Rows, Columns and Values. Pick an output: table, pivot, bar, line, pie or area.
  4. Preview runs instantly (POST …/reports/preview — no model involved, 0.04s p95).
  5. Save the report (POST /v1/business/reports). Favourite it, or pin it to a dashboard. Export CSV, XLSX, PNG or PDF.

Same measures as the AI

Rows, columns and values are the same governed measures Ask Your Books uses, so a report and an answer never disagree.

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