Getting started

Create and edit reports in XML. Open Data → Reports, choose a starter, and edit its data sources and outputs. For an existing report, select Edit report from its run screen.

Save a draft while you work. Use Preview to inspect the generated files, then publish when the report is ready to run or schedule. Publishing creates a version that does not change when you edit the next draft. Existing schedules continue to use the version selected for them.

This report exports customer names as CSV and PDF. Replace the table and column names with ones available in your account. You need permission to read the selected data.

<report xmlns:t="urn:cococo:template">
  <sources>
    <source name="customers" kind="MICRO_SQL"><![CDATA[SELECT erp_customers.name FROM erp_customers ORDER BY erp_customers.id ASC]]></source>
  </sources>
  <outputs>
    <output name="customers.csv" format="CSV" storage="DATABASE" dataset="customers">
      <columns><column>name</column></columns>
    </output>
    <output name="customers.pdf" format="PDF" storage="DATABASE">
      <template><pdf size="A4" margin="40">
  <text size="22">Customers</text>
  <table><row t:for="datasets.customers" t:as="customer">
    <cell><text t:text="customer.name"/></cell>
  </row></table>
</pdf></template>
    </output>
  </outputs>
</report>