Report
Last updated
Last updated
This is the second most important task within Gaio. With it, you can build different types of graphs and customize a table with statistics on your data.
It is generally used in Dashboard-type processes, as they will be accessed by users who do not have access to the Studio of that application.
Add a Table to your flow and choose the dataset you want to work with.
The Report task will only become available once a table is selected.
In the Studio, go to the Tasks panel.
Go to Delivery > Report in the task menu.
Task label: (optional) Add a name for the task to identify it in your flow.
Source tab:
You will see the available fields in the table.
Drag the desired fields to use them as Dimensions or Measures.
View data in table format before chart creation.
Computed tab to create custom calculated columns.
Click on the Type tab.
Choose the type of visualization you want to create:
Table or Pivot Table
Charts: Column, Line, Area, Pie, Donut, Radar, Heatmap, Word Cloud, and others
Forecast: useful for time series
When you click on the desired type, it will be applied to the current view.
Use the right-hand panel with the following tabs for customization:
Report: general settings
Theme: visual themes
Field: specific field editing (formatting, labeling, sorting)
Use the Report tab on the right to refine the look and behavior of your visualization. The options vary depending on the selected chart type. For example, if you’re working with a Stacked Bar, you can adjust:
Header: Title text and positioning
Legend: Show/hide, placement, and style
Label: Enable or disable value labels on elements
Tooltip: Define what appears on hover
X Axis / Y Axis: Customize labels, rotation, size, visibility
Link: Add interactivity (e.g., open another page on click)
Margin: Set spacing around the chart
Rows Displayed: Limit how many rows are shown
Message: Custom message for no-data or loading states
Once your configuration is complete:
Click Save to store the chart
Optionally, embed the chart in a dashboard or export it
Your report is now ready to be shared and used for monitoring or presentation.
It is possible to apply filters to the report that will always be used regardless of the user's choice. For example, it is possible to filter the sales of the user who logged in to Gaio (using Parameters). This way he will only see his sales.
It is possible to place a link in the specific column that will call another process, passing all the values in the row as aparameterso that this process, for example, can filter the data or use it for others.
In the Report settings, in addition to several other features, it is possible to create a button that opens forms, that is, the user can enter information regarding that line. This feature opens up a wide range of possibilities, where the user can:
Update that row from the source table
Delete that line
Send a message
Simulate a scenario related to that line
Among many other possibilities in building the process that will be called from this button
Hidden columns In the report, it may be desired to include a Link (will be explained below). All report column values ​​will be passed, however, it may be necessary to pass values ​​for columns that should not be displayed. Therefore, this column will appear in the area at the top, however it will not appear in the table/graph. This hide option is in the menu on the right, which also presents the settings for the selected columns.
