FEATURE — v0.May2626

REPORTS
Builder & Exports.

What it is

The Advanced Reporting system lets you build structured report templates by composing data widgets. Each template can be run to preview live data, exported as PDF or CSV, or scheduled for automatic export at a recurring interval.

Widget Types

Each report template is a collection of widgets. Available widget types:

Entity CountCount of humans, companies, cases, tags, and chats.

Risk Pie ChartThreat level distribution (low/medium/high/critical).

Recent ActivityLatest audit log entries (requires collab module).

Data TableFilterable entity table (up to 100 humans).

Tag CloudTop 30 most-used tags with counts.

Relationship StatsCounts per relationship type.

Export Formats

PDF — Generated via jsPDF. Each widget becomes a section with headers and key-value data. Multi-page if needed.
CSV — Flat format with columns: Widget, Key, Value. Each widget's data is flattened into rows.

Scheduled Exports

Any report template can be scheduled for automatic export. Configure an interval (5m, 15m, 30m, 1h, 6h, 12h, daily) and format (PDF or CSV). The scheduler uses JavaScript timers — exports run as long as the browser tab is open.

Usage

Open the Reports tab from the top menu bar. Click New Report, give it a name, and add widgets by clicking the widget type buttons. Save the template, then use the action buttons on each template card:

Play — Run and preview the report with live data
PDF — Export directly to PDF
CSV — Export directly to CSV
Clock — Set up a scheduled auto-export
Trash — Delete the template

Source