# Reports

> Read a report, create and edit one, publish and organise reports, and see which role can do what.

Page: https://help.finstory.ai/reports/
Updated: 2026-11-12

A report is a page of tables, charts and tiles built on one data model. This page covers reading a report, building and editing one, and publishing and organising reports.

## Read a report

1. Open the **Reports** tab and click a report. Reports are listed in groups; use **Search reports** to find one.
2. Use the selectors under the title, such as Entity, Year and Period, to choose what the report shows.

| To | Do this |
| --- | --- |
| See the detail behind a row | Expand the row, where the table offers it. |
| Sort a table | Click a column header, where the report's author switched sorting on. |
| Change the scale or decimals | Use the scale and decimals dropdowns, in reports that include them. |
| Take a table to Excel | Choose **Export to Excel** on the table. |

## Create a report

You need the Editor role or above.

1. On the **Reports** tab, choose **Create report**.
2. If the workspace has more than one model, pick the **Model of the new report**.
3. Select a group, or choose **Create new group**, then choose **Continue**. The report editor opens.

Reeve and Claude can also build reports for you.

## Build and edit a report

To edit an existing report, open it and click the pencil (**Edit Report Layout**).

1. Click the title to rename the report.
2. Choose **+ Add Row** to add a row.
3. In an empty column, pick a component under **Add Component**.
4. Click a component to set it up in the **Component Configuration** panel.
5. Set up what the component shows in the **List Configuration** panel.
6. Choose **Save** to save and carry on, or **Save and Exit** to return to the report. **Undo** takes back the last change. **Cancel** discards all changes and exits.

| Component | What it shows |
| --- | --- |
| **Table** | Rows and columns of figures. |
| **Pie Chart** | Shares of a total. |
| **Bar/Line** | Bars, lines or both, such as a trend over months. |
| **Waterfall** | How a figure moves from one value to another. |
| **Funnel** | Stages that narrow from one to the next. |
| **Tile** | One headline figure (a KPI), or a variance, trend line, gauge, rank or bridge. |
| **Scale** | Dropdowns for scale and decimals. |
| **Nested Row** | A row inside a column, such as a detail panel that follows the row selected in a table. |

### Lists

A list decides which items appear as the rows or columns of a component.

- A **fixed** list holds the items you choose: data items, calculated items (such as a sum, a ratio or a variance) and header items.
- A **dynamic** list follows the hierarchy, for example the children or descendants of a member, or a rolling range of periods.

### Selectors

In the editor, the bar under the title shows the report's selectors, such as Year and Period. Drag them to reorder, click one to change its settings, use **×** to hide one and **+** to show a hidden one.

### Versions

The **Version History** panel lists a report's saved versions. Click one to preview it. Power users and admins can choose **Restore this version**.

While the editor is open, the menu is locked. Save or exit the editor first.

## Publish and organise reports

A new report is a draft. A draft is visible to its author and to power users and admins. Publishing makes it visible to every member of the workspace.

Open **More options** next to a report:

| Action | What it does |
| --- | --- |
| **Publish** / **Unpublish** | Makes the report visible to every member, or turns it back into a draft. |
| **Clone** | Makes a copy of the report. |
| **Move to...**, **Move up**, **Move down** | Moves the report to another group or changes its place in the group. |
| **Export** | Downloads the report's definition as a file. |
| **Delete** | Deletes the report. |

Open **Group actions** next to a group to add a report, or to rename, move or delete the group. A group must be empty before you can delete it.

## Who can do what

| Role | Reports |
| --- | --- |
| User | Opens published reports. |
| Editor | Also creates drafts, and edits or deletes their own drafts. |
| Power user | Also sees all drafts, edits and deletes any report, publishes, clones and moves reports, manages groups and restores versions. |
| Admin | Also imports a report from an exported file. |