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What is Dynamic Reporting?

Learn about ProcessPro's Dynamic Reporting feature — create custom reports from Plan or Form Submission data using the Report Builder.

Written by James Ross

What is Dynamic Reporting?

Description

Dynamic Reporting is a powerful feature in ProcessPro that allows users to create custom reports from Plan or Form Submission data. Instead of relying on fixed, pre-built reports, you can design your own report layouts, apply filters, group data, add KPI summary cards, and export results in multiple formats.

The Report Builder provides a visual designer where you select fields, arrange columns, define filters, and configure grouping — all without writing code or SQL queries.

Why Use Dynamic Reporting?

Every team has different reporting needs. Dynamic Reporting lets you:

  • Surface the exact data points that matter to your role or project

  • Combine fields from Plans or Form Submissions into a single view

  • Filter and group data to identify trends, bottlenecks, and progress

  • Add KPI summary cards for at-a-glance metrics

  • Export reports as PDF, CSV, or Excel for sharing and offline analysis

Restrictions

  • Dynamic Reporting must be enabled at the company level by an admin via the AllowReportBuilder company setting. If this setting is disabled, the Report Builder will not be accessible.

  • Creating new reports requires the AddDynamicReport user permission. Users without this permission can still view and interact with reports shared by others, but cannot create new ones.

  • Deleting a report is a permanent hard delete — it cannot be undone.

Quick Steps

Accessing the Report Builder

  • Navigate to the Report Builder section from the main menu

  • The summary screen displays all report builders in a searchable, sortable DataTable

  • Columns shown: Report Name, Type, Owner, Created At, Updated At

  • Use the search input to filter reports by name — search is performed server-side for performance

  • Navigate between pages using the pagination controls

Creating a New Report

  • Click the Add button (visible only if you have the AddDynamicReport permission)

  • In the modal that appears, enter a Report Name

  • Select an Object Type: Plan or Form Submission

  • Click Submit to create the report

  • The new report opens in the Report Designer where you can configure columns, filters, and more

Deleting a Report

  • Select the checkbox next to the report(s) you want to delete

  • Click the Delete button

  • Confirm the deletion in the confirmation dialog

  • The report is permanently deleted (hard delete — not recoverable)

  • If the report was published, it is also removed from the Reports > Dynamic Reports section

  • Clicking Cancel in the confirmation dialog leaves the report intact

Important Notes

Dynamic Reporting is a company-level feature. Your company admin must enable the AllowReportBuilder setting before any user can access the Report Builder.

The AddDynamicReport permission only controls the visibility of the Add button. All other actions (viewing, editing, deleting reports) are governed by the AllowReportBuilder company setting.

Deleting a published report immediately removes it from the Reports > Dynamic Reports section. This action is permanent and cannot be reversed.

Further Information

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