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Reports Academy
Deliver a production handover pack that people can read as CSV, workbook or PDF.
Local checks validate native report models and lesson requirements. SQL execution, permission checks, Lua preparation and PDF rendering run on the platform. PDF XML remains a separate authoring format; no PDF virtual model is invented.
Build the solution
Scenario 1 · 12 min
Export a useful job list
Give production staff a stable CSV of job names and statuses.
Scenario 2 · 12 minAsk for a clear run option
Let the person running the report choose whether a note appears.
Scenario 3 · 12 minPrepare a handover note
Add a summary dataset without calling a live service.
Scenario 4 · 12 minDeliver separate workbook sheets
Package the job list and prepared note as a useful workbook.
Scenario 5 · 12 minFinish the production handover pack
Deliver CSV, workbook and a printable summary from one report.
Keep learning
Deliver a production handover pack that people can read as CSV, workbook or PDF.